Plimsoll Financial Planning offers financial planning and investment advisory services. Plimsoll guides clients through a goals-based process to identify needs, values, and financial objectives. Services include ongoing financial planning, ongoing planning with investment advisory, and project-based financial planning. Investment advisory is offered through third-party money managers.
Assets Under Management$6.3M
Clients13
Advisors1
Avg. per Client$490K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Investment advisory services are offered as part of the Ongoing Planning + Investing service, which costs $6,500 per year. Plimsoll uses third-party money managers for portfolio management. Investment advisory services are not offered as a standalone service.
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