Family Financial Planning, LLC provides financial planning and investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, businesses, and families. Services include portfolio analysis, asset allocation, portfolio management, tax planning, financial planning, retirement planning, risk review, estate planning, and special needs planning. Clients can self-direct investments or use outside portfolio managers recommended by Family Financial Planning.
Assets Under Management$37M
Clients111
Advisors1
Avg. per Client$330K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable based on complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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