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Family Investment Planning
Family Investment Planning LLC provides hourly fee-based financial advice. Kurt Mueller is a Certified Financial Planner Practitioner who founded the...
Family Investment Planning
Family Investment Planning LLC provides hourly fee-based financial advice. Kurt Mueller is a Certified Financial Planner Practitioner who founded the independent practice to be free of conflict of interest. The firm works with individuals and couples on retirement capital needs analysis, investment analysis and recommendations, and plans for competing objectives such as college funding versus retirement. There are no minimum fees or asset requirements; work is billed at $225 per hour.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Elm Grove
Corporate office
Reading, PA, United States
Principals
John A. Quattrocchi
Founder & President
Sector focus
Frequently asked questions
What is Family Investment Planning?
Family Investment Planning is a multi family office headquartered in Elm Grove, United States.
Where is Family Investment Planning headquartered?
Family Investment Planning is headquartered in Elm Grove, United States, in the North America region.
What does Altss track for Family Investment Planning?
Altss maintains an OSINT-verified profile of Family Investment Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Family Investment Planning's website?
Family Investment Planning's public website is familyinvestmentplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Family Investment Planning?
Family Investment Planning is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Family Investment Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Family Investment Planning's Altss profile last updated?
Family Investment Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss 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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