# On Course Financial Planning

On Course Financial Planning is an Asset Manager based in Mesa, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Mesa, United States
- **Region:** North America
- **Address:** Mesa, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** oncoursefinancialplanning.net

## Regulatory record

- **CRD number:** 132172
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132172

## About

On Course Financial Planning is an independent, fee-only Registered Investment Advisor offering personalized financial planning services, specializing in financial planning for airline families. Its investment approach is rooted in the belief that markets are efficient and that investor returns are determined principally by asset allocation decisions, using globally diversified portfolios of index mutual funds and exchange traded index funds. Services are provided for a fee based on total family assets under management, with no other compensation from referrals or recommendations. The firm aims to develop long-term relationships with a limited number of clients and handles asset allocation and investment decisions.

## Sectors

- Wealth Management

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- [Chinese Abraham Investment Advisors](https://altss.com/profile/chinese-abraham-investment-advisors-llc)
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Last updated: 2026-08-11T15:07:41.444Z

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