Allied Planning Partners
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About
Allied Planning Partners provides fee-only financial planning and delivers educational seminars and speaking engagements for individuals and high-net-worth clients. The firm does not provide discretionary investment management or custody of client assets, instead producing written financial plans and offering implementation recommendations for clients to enact.
In forming recommendations, the firm applies fundamental analysis and principles of modern portfolio theory to craft asset-allocation guidance and may combine passive and active investment vehicles as appropriate. Services are delivered in both ongoing and project-based engagements and are tailored to clients’ risk tolerance, time horizon, and any client-imposed restrictions.
Distinctive features include the firm’s use of fixed fees rather than asset-based pricing and its regular offering of educational seminars, which is uncommon among firms with no active registered advisors. As a newly registered, advice-only firm with no assets under management, it does not act as a private fund adviser and does not recommend or select other investment advisers.
Client services
Expertise
Fee options
Project-Based Financial Planning: $750 per project; Educational Seminars: $750 to $2,000 per seminar; Annual financial plan review for children of clients through age 30: $750 per child per year
Minimum fee: Ongoing Financial Planning: $4,000 annually (paid quarterly in arrears) Fee-only: Fees are fixed, recurring annual fixed fee for ongoing financial planning ($4,000 annually) and fixed fee for project-based financial planning ($750)
Main office
Batavia OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Allied Planning Partners · Allied Planning Partners, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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