Third Act Financial Planning LLC

Third Act Financial Planning LLC

Third Act Financial Planning LLC is a registered investment advisor (RIA), listed on the SEC's Investment Adviser Public Disclosure database as of 2025. The firm's name suggests a focus on clients in the later stages of their financial journey, such as retirees or those transitioning into retirement. Wealth origin for the firm is not publicly disclosed; it appears to serve individual clients rather than manage a concentrated family fortune. The firm's investment strategy likely emphasizes asset allocation and portfolio management across traditional asset classes like equities and fixed income, but public details on specific allocations or alternative investments are absent. No named portfolio companies, deals, or co-investors appear in the public record. Geographic footprint is unconfirmed, though the SEC registration suggests U.S.-based operations. No information on total AUM, number of professionals, or additional offices is available in public records. There are no documented adjacent vehicles or recent operational events from the last 24 months that inform current posture. Third Act Financial Planning operates as a small, likely solo or boutique advisory firm. Its structural differentiator is its fiduciary status, requiring it to act in clients' best interests, but specific governance or sourcing models are not publicly verifiable.