Greenlight Financial Planning, LLC

The firm does not publicly name its investment committee or lead advisors. As an RIA, investment decisions are typically made by a team of certified financial planners or portfolio managers, but specific individuals are not disclosed on public filings or the firm's limited website.

Based on its RIA registration, Greenlight Financial Planning likely provides financial planning, portfolio management, and retirement planning services. It is registered as a fee-only advisor, meaning it charges clients a flat fee or percentage of assets under management, rather than commissions from product sales.

Yes, as a registered investment advisor under the Investment Advisers Act of 1940, Greenlight Financial Planning is a fiduciary. This means it must act in the best interests of its clients, disclosing any conflicts of interest and prioritizing client needs over its own profits.

The firm's public filings do not specify whether it manages assets internally or outsources to third-party managers. Many small RIAs use sub-advisors or model portfolios to execute investment strategies, but this is not confirmed for Greenlight Financial Planning.

No minimum account size is publicly disclosed by the firm. Many fee-only RIAs have no minimum or set a low minimum (e.g., $50,000 or $100,000), but this cannot be confirmed for Greenlight Financial Planning.

The firm's headquarters location is not publicly listed on widely available sources such as SEC filings or business directories. Its state of incorporation or primary regulatory jurisdiction is not identifiable from the limited data available.

As a fee-only RIA, Greenlight Financial Planning typically charges a percentage of assets under management or a flat annual fee for financial planning. The exact fee schedule is not publicly disclosed but is standard practice among similar advisors.