# Action Financial Planning

Action Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** actiongroup.net

## Regulatory record

- **CRD number:** 338203
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338203

## About

ACTION FINANCIAL PLANNING LLC is a state-registered investment adviser in TWIN FALLS, ID. It has 1 employee and 1 investment adviser. The firm is based in TWIN FALLS, ID.

## Questions

### How is the firm compensated for its services?

As a fee-only Registered Investment Adviser, Action Financial Planning charges clients based on a percentage of assets under management. This fee structure removes commission-based conflicts of interest. Clients pay explicitly for advisory and planning services rather than through embedded product costs.

### What is Action Financial Planning's investment approach?

The firm employs a goals-based investment methodology rooted in modern portfolio theory. Portfolios are constructed using diversified, low-cost vehicles such as index mutual funds and ETFs across multiple asset classes. The approach emphasizes strategic asset allocation, periodic rebalancing, and long-term discipline rather than market timing.

### Does the firm serve institutional clients or only individuals?

Action Financial Planning focuses on individual clients and families rather than institutional mandates. Its service model is built around personal relationships and customized household-level financial planning. The firm does not manage pension funds, endowments, or corporate accounts.

### What regulatory standard applies to Action Financial Planning's client relationships?

As a Registered Investment Adviser, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires acting in clients' best interests at all times, disclosing material conflicts, and providing suitable advice. The fiduciary duty is a higher standard than the suitability requirement applied to broker-dealers.

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- [ACT 2 PLANNING](https://altss.com/profile/act-2-planning)
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Last updated: 2026-08-10T23:49:37.812Z

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