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Backbone Planning Partners
BACKBONE PLANNING PARTNERS LLC is an SEC-registered investment adviser in LAS VEGAS, NV, registered since 2023. The firm manages approximately $98 million in...
Overview
BACKBONE PLANNING PARTNERS LLC is an SEC-registered investment adviser in LAS VEGAS, NV, registered since 2023. The firm manages approximately $98 million in assets. It employs 4 staff and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How is Backbone Planning Partners different from a traditional wealth management firm?
A standard wealth manager is compensated through asset-based fees on an investment portfolio. Backbone's value proposition is centered on the holistic balance sheet, charging a project or retainer fee structure that recognizes the non-investment work—cash-flow modeling, insurance analysis, buy-sell agreement funding coordination, and family education. This advisory-centric model creates a deeper, more durable advisory relationship.
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