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Open World Financial Life Planning
OPEN WORLD FINANCIAL LIFE PLANNING is a state-registered investment adviser in RALEIGH, NC. The firm manages approximately $12 million in regulatory assets.
Overview
OPEN WORLD FINANCIAL LIFE PLANNING is a state-registered investment adviser in RALEIGH, NC. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Open World Financial Life Planning?
No named principals or executives have been publicly identified for this firm. No SEC IAPD registration or state-level filings have been found under this name in available records.
What is the life-planning model this firm likely uses?
The firm's name references 'life planning,' a financial advisory philosophy that links investment and wealth management to personal goals and values. This methodology was formalized by George Kinder and is used by some multi-family offices to differentiate from asset-centric advisors.
What is the minimum net worth or investable assets required to work with this firm?
No minimums have been publicly disclosed. Life-planning practices often serve high-net-worth individuals and families, but without firm disclosure, no threshold can be confirmed.
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