Grow Planning is a registered investment advisor founded in 2016 and led by Jason Kirsch. The firm offers tailored investment management and comprehensive financial planning services designed to help clients achieve their financial goals. Grow Planning creates personalized investment portfolios and provides ongoing monitoring, tax considerations, and asset allocation strategies, utilizing digital wealth management platforms like Betterment for execution. In addition to portfolio management, Grow Planning offers continuous financial planning through monthly retainers, covering areas such as retirement planning, cash flow and debt management, estate planning, employee benefits, college savings, and risk management. The firm also provides project-based financial planning, hourly consulting, and educational presentations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable, pro-rated, and paid in arrears on a quarterly basis.