# DELEGATED PLANNING

DELEGATED PLANNING is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://delegatedplanning.com
- **LinkedIn:** https://www.linkedin.com/company/delegatedplanning

## Regulatory record

- **CRD number:** 166413
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166413

## About

Delegated Planning offers financial advisors the ability to outsource some or all of the work involved in creating and maintaining clients' financial plans. Their expertise, experience and education provide confidence that analyses are accurate and complete. Their uniqueness lies in their approach to planning and proficiency in various planning software programs, and they position themselves as a premier service provider in delivering high quality planning.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Sue Chesney
- Brooklyn Brock
- Carrie Jones
- Jared Bilodeau
- Julie Hall Labrune
- Kris Busche
- Leslie Ransom
- McKenzie Kleinhenz
- Molly Stanifer

## Related profiles

- [Velouria Capital Management](https://altss.com/profile/velouria-capital-management-llc)
- [Skidmore Advisory Services](https://altss.com/profile/skidmore-advisory-services-inc)

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Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/delegated-planning

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