# Bespoke Financial Planning

Bespoke Financial Planning is an Other based in United States.

## Overview

- **Organization type:** Other
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/johnlosen

## Regulatory record

- **CRD number:** 286670
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286670

## About

BESPOKE FINANCIAL PLANNING, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Where does Bespoke Financial Planning stand on the fiduciary vs. suitability standard?

Operating under a fiduciary standard means the firm legally must prioritize client interests above its own. This is a higher obligation than the suitability standard followed by broker-dealers. The fee-only structure helps uphold this standard by removing financial incentives to recommend specific products.

## Related profiles

- [VIDENT ASSET MANAGEMENT](https://altss.com/profile/vident-asset-management)
- [Encompass Financial Planning](https://altss.com/profile/encompass-financial-planning)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bespoke-financial-planning-llc

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