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Flip Flops and Pearls Financial Planning
Flip Flops and Pearls Financial Planning is a financial planning firm with a lifestyle-oriented brand, offering accessible wealth guidance to retail...
Flip Flops and Pearls Financial Planning
FLIP FLOPS AND PEARLS FINANCIAL PLANNING is an SEC-registered investment adviser in MOUNT PLEASANT, SC. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Flip Flops and Pearls Financial Planning?
No named principals or investment decision-makers are publicly disclosed for this firm. Operations, if active, are likely handled by a small team or a single advisor.
How does Flip Flops and Pearls Financial Planning source proprietary deal flow?
The firm does not have a known proprietary deal-sourcing operation. It likely provides standard financial planning and portfolio management services using publicly available investment products or managed accounts.
Is Flip Flops and Pearls Financial Planning structured as a single family office or an RIA?
Based on the brand name, the firm is not structured as a family office. It likely operates as a registered investment advisor (RIA) serving retail clients, not high-net-worth or ultra-high-net-worth families.
Does Flip Flops and Pearls Financial Planning participate in fund commitments or only direct deals?
No evidence suggests the firm participates in fund commitments or direct deals. Its services are likely limited to traditional financial planning and investment advisory for individual clients.
What investment stages does Flip Flops and Pearls Financial Planning typically target?
No information is available regarding specific investment stage targets. The firm likely focuses on standard retail investment strategies such as retirement planning, rather than venture or growth-stage investing.
Where does the underlying wealth come from for this firm?
Wealth origin is not applicable in the family-office sense. The firm serves clients who generate wealth through ordinary employment, business ownership, or inheritance, but no specific source is disclosed for the firm itself.
What is Flip Flops and Pearls Financial Planning's known posture on co-investments alongside external GPs?
There is no public record of the firm engaging in co-investments alongside external general partners. Its focus appears to be on standard retail financial planning, not institutional or alternative investments.
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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