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Fluid Financial Planning
Fluid Financial Planning, LLC is a state-registered investment adviser in Columbus, GA. The firm manages approximately $20 million in regulatory assets.
Fluid Financial Planning
Fluid Financial Planning, LLC is a state-registered investment adviser in Columbus, GA. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
other
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Hoboken, NJ, United States
Principals
Graham Klatt
Founder and Managing Director
Frequently asked questions
What types of clients does Fluid Financial Planning typically work with?
The firm's stated focus is on business owners, real estate investors, and professionals with significant equity compensation packages. Published content frequently addresses tax planning for startup employees holding ISO or NSO stock options, rental property cash flow modeling, and early retirement withdrawal strategies. Ultra-high-net-worth multigenerational families do not appear to be a primary target demographic.
How does the firm charge for its services?
The firm markets a flat-fee or subscription retainer model rather than the common assets-under-management percentage fee. Published commentary explicitly critiques the conflict-of-interest potential in AUM-based billing. Specific fee schedules are not publicly posted, but the advice-only positioning means fees are not tied to account balances.
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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