# ESG Planning

ESG Planning is a Bank / Wealth / Trust based in Santa Clara, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Clara, United States
- **Region:** North America
- **Address:** Santa Clara, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** esgplanning.com

## Regulatory record

- **Reports private funds:** No

## About

ESG Planning was established in 2020 and operates from Santa Clara, California. The firm is registered with the SEC as an investment advisor, providing portfolio management and financial planning services. Its client base includes individuals, trusts, high-net-worth families, and defined contribution retirement plans. The firm's advisory services center on constructing and managing investment portfolios tailored to individual client goals. While a detailed asset-class breakdown is not publicly documented, the firm's SEC registration permits it to advise on equities, fixed income, and mutual fund allocations. ESG Planning does not publicly disclose participation in direct co-investments, SPVs, or fund-of-funds structures. Its service footprint is concentrated in the San Francisco Bay Area. ESG Planning operates as a boutique advisory without disclosed AUM or total deployment figures. No additional offices or adjacent philanthropic vehicles have been publicly identified. As of mid-2026, no recent operational announcements — such as senior hires, new fund launches, or partnership structures — were publicly available. Unlike multi-family offices or institutional asset managers that run commingled vehicles, ESG Planning appears structured purely as a fee-only registered investment advisor. This architecture removes balance-sheet risk and product-pushing incentives, aligning the firm with clients on an advisory basis — a contrast to bank-owned wealth managers that often steer assets toward proprietary funds.

## Questions

### What services does ESG Planning provide?

ESG Planning provides investment advisory services including portfolio management and financial planning. As a registered investment advisor, it advises individuals, trusts, high-net-worth families, and defined contribution plans. The firm's SEC registration permits it to construct portfolios spanning equities, fixed income, and mutual funds based on client objectives.

### Does ESG Planning manage commingled funds or participate in direct deals?

There is no public record of ESG Planning managing commingled investment funds, SPVs, or participating in direct co-investments alongside institutional investors. The firm's regulatory disclosures frame it as an advisor constructing customized portfolios from publicly available securities and mutual funds, not as a sponsor of private investment vehicles.

### Who runs investment decisions at ESG Planning?

ESG Planning has not publicly disclosed the names or backgrounds of its principals, investment committee members, or portfolio managers. The firm's regulatory filings are the most reliable source for identifying control persons, but those details were not available at the time of this profile.

## Related profiles

- [ESG Asset Management](https://altss.com/profile/esg-asset-management)
- [ESI Financial Advisors](https://altss.com/profile/esi-financial-advisors)

---

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

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology