# Backbone Planning Partners

Backbone Planning Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://backboneplanning.com
- **LinkedIn:** https://www.linkedin.com/company/backbone-planning-partners

## Regulatory record

- **CRD number:** 326699
- **SEC file number:** 801-128212
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326699

## About

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.

## 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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- [PAA UK](https://altss.com/profile/paa-uk)
- [Lowry Financial Services](https://altss.com/profile/lowry-financial-services)

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Last updated: 2026-07-06T01:24:11.973Z

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