Updated:Jun 3, 2026

FACE 2 FACE FINANCIAL PLANNING, LLC

FACE 2 FACE FINANCIAL PLANNING, LLC is a registered investment advisor focused on in-person financial planning. Details are limited.

FACE 2 FACE FINANCIAL PLANNING, LLC

FACE 2 FACE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in Portage, MI. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/brian-face-crpc-a6597a29

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is FACE 2 FACE FINANCIAL PLANNING, LLC a fiduciary?

As a registered investment advisor (RIA) registered with the SEC, FACE 2 FACE FINANCIAL PLANNING, LLC is a fiduciary, obligated to act in clients' best interests. This duty is a core regulatory standard for RIAs.

How does such a firm source clients?

Financial planning firms like FACE 2 FACE typically attract clients through referrals or local marketing. Without public data, specific client acquisition channels are unknown.

What services does a financial planning RIA like this typically offer?

Financial planning services often include retirement planning, investment management, tax planning, estate planning, and insurance analysis. The exact menu is not disclosed.

Is FACE 2 FACE FINANCIAL PLANNING, LLC affiliated with any larger firm?

There is no public indication of affiliation with a larger financial institution. It appears to operate as an independent RIA.

What investment vehicles might such a firm use?

Typically, RIAs in financial planning use mutual funds, ETFs, individual securities, and sometimes insurance products. Direct private investments are less common for such firms.

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