Viable Planning is a registered investment advisor that offers personalized investment management, financial planning, insurance consultancy, and retirement plan advisory services. Viable Planning works with individuals, families, businesses, trusts, and charitable organizations to build portfolios primarily using exchange-traded funds, while emphasizing behavioral finance and asset allocation. When managing investments, Viable Planning operates with the authority to make trades without asking first, tailoring portfolios to each client's specific goals and risk tolerance. In addition to investment management, Viable Planning provides broad or focused financial planning covering topics such as retirement, taxes, estate planning, insurance, education funding, and cash flow. Clients can engage Viable Planning for investment management, comprehensive financial planning on a standalone basis, or a bundled combination of services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged up to 1.25% per year and are negotiable based on anticipated future assets, portfolio size, and additional services provided. Clients paying a flat fee for financial planning may have investment advisory fees waived up to a certain asset level.