# THE FINANCIAL PLANNING COMPANY

THE FINANCIAL PLANNING COMPANY is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** thefinancialplanningco.com
- **LinkedIn:** https://www.linkedin.com/company/the-financial-planning-company-llc

## Regulatory record

- **CRD number:** 284440
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284440

## About

THE FINANCIAL PLANNING COMPANY is a state-registered investment adviser. It manages approximately $12 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### What is THE FINANCIAL PLANNING COMPANY's investment strategy?

No public documentation describes the firm's investment mandate. Many single-family offices originating from a wealth-planning orientation take a conservative, multi-asset approach—preserving capital through balanced public and private market allocations. However, without direct disclosure, the specific strategy, target returns, and risk parameters are unknown.

## Related profiles

- [3SUMMIT INVESTMENT MANAGEMENT](https://altss.com/profile/3summit-investment-management-llc)

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

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