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Bigby Financial Planning

Bigby Financial Planning, LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 2 employees and 1...

Bigby Financial Planning

Bigby Financial Planning, LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Perry Bigby

Founder & Principal

Sector focus

Real EstatePrivate EquityEnergy

Frequently asked questions

Who runs investment decisions at Bigby Financial Planning?

Perry Bigby serves as the principal and makes all material investment decisions. The firm operates without an investment committee or external board, reflecting the concentrated decision-making common in single-family offices of its size.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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