# The Financial Planning Co.

The Financial Planning Co. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** thefinancialplanningco.com

## Regulatory record

- **CRD number:** 283246
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283246

## About

THE FINANCIAL PLANNING CO. is a state-registered investment adviser. It manages approximately $29 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Questions

### Does The Financial Planning Co. participate in fund commitments or only direct deals?

The firm's investment approach is not publicly documented. Many single-family offices of this profile blend fund commitments with occasional direct co-investments, but without a public track record, no specific allocation to fund commitments versus direct deals can be confirmed.

## Related profiles

- [The Advisory Firm](https://altss.com/profile/the-advisory-firm)
- [The Fiscal Fitness Company](https://altss.com/profile/the-fiscal-fitness-company-inc)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/the-financial-planning-co

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