F
Family Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,659,781
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
115
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
115
Very HighAverage account size
$353,563
About
Family Financial Planning, LLC provides fee-only holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. Its service roster includes portfolio analysis and management, tax planning, estate planning, retirement and risk management, and business development support.
The firm emphasizes an asset-class based investment approach that favors no-load mutual funds, exchange-traded funds, and a mix of U.S. and foreign fixed income and equities, while structuring portfolios around each client’s tax situation, risk tolerance, and long-term goals. Advisory relationships are delivered primarily through open-retainer and project engagements and are implemented largely on a non-discretionary basis, with guidance on IRA rollovers and coordination with custodians for fee billing.
What is distinctive is the firm’s affiliation with an accounting practice and the incorporation of tax and accounting work into its planning process, supported by multiple professional credentials that span financial planning and tax practice. The firm also serves a broader client mix than typical independents — including corporate and business clients and pension/profit-sharing plans — and operates on a fee-only basis without commission-based product sales.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Charitable giving & philanthropy
Divorce financial planning
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Flat fee Project Retainers for limited scope/time engagements
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.50% annually
Up to $250 per hour for specific project requests
Minimum fee: Minimum annual fee of $1,000 for Assets Under Management services Fee-only: Open Retainer Initial and Renewal: $2,500 - $25,000 annually; Financial Review: $2,000 - $4,000 one-time; Project Retainer fees negotiable, up to $250/hour
Main office location
Family Financial Planning, LLC
Cortland OH, United States
Number of offices
1
Most active in
Family Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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.
Forms ADV
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