# Open World Financial Life Planning

Open World Financial Life Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/openworldfp

## Regulatory record

- **CRD number:** 297350
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297350

## About

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.

## 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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Last updated: 2026-07-06T01:24:22.549Z

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