# Branch & Bloom Financial Planning

Branch & Bloom Financial Planning is an other based in United States.

## Overview

- **Organization type:** other
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339754
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339754

## About

Branch & Bloom Financial Planning, LLC is a state-registered investment adviser in Menlo Park, CA. It has one employee and one investment adviser. The firm is based in Menlo Park.

## Questions

### Is Branch & Bloom Financial Planning a fiduciary?

As a registered investment advisor (RIA) in the United States, Branch & Bloom Financial Planning operates under a fiduciary standard. This means the firm is legally required to put client interests first in all recommendations. The fiduciary standard is enforced by either the SEC or the state securities regulator where the firm is based, depending on its total regulatory assets under management. The RIA registration can be verified through the SEC's Investment Adviser Public Disclosure database.

### How does Branch & Bloom approach investment management?

The firm focuses on creating globally diversified portfolios using low-cost ETFs and mutual funds. Because the planning philosophy drives the allocation, the investment mix is a function of a client's specific financial plan—factoring in goals, time horizon, liquidity needs, and tax situation. The firm avoids speculative stock-picking and instead leans on strategic asset allocation, tax-efficient placement of assets, and automated rebalancing to maintain target exposures.

### What type of client does the firm serve?

Branch & Bloom Financial Planning serves individuals and families, with a focus on delivering comprehensive planning rather than catering to institutional or ultra-high-net-worth investors. The firm's service model is suited for households navigating accumulation during their working years or the transition into retirement. Because it operates without a family-office structure, its services center on personal balance-sheet management including retirement projections, risk management, and estate planning coordination.

### How is Branch & Bloom regulated?

The firm is regulated as an RIA, either by the U.S. Securities and Exchange Commission or by a state securities authority, depending on whether its assets under management exceed the federal threshold. Regulation requires the firm to file a Form ADV that details its business practices, fee schedules, conflicts of interest, and the backgrounds of its key advisory personnel. This filing is publicly accessible via the SEC's website and provides the most authoritative snapshot of the firm's operations.

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

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