Fluid Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fluid Financial Planning provides investment management and a range of financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. Services include portfolio management, retirement and estate planning, employee benefits optimization, business planning, college savings, and other comprehensive financial planning topics.
The firm primarily implements passive, asset-class diversified portfolios using low-cost index mutual funds and ETFs, and supplements portfolio work with fundamental, technical, cyclical and charting analysis as part of its investment review process. For clients who engage its comprehensive planning service, the firm offers ongoing access to a planner through a fixed monthly subscription, delivers written plans, and conducts annual plan reviews and monitoring.
What is distinct about the firm relative to many peers is its explicit work with pension and profit-sharing plans—an offering that is statistically uncommon among similar independent advisers—and its use of automated model implementation tools for discretionary allocations. The firm also describes participation in institutional custodian programs that provide operational and research support, which it notes as part of its custody and execution arrangements.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fee between $500 and $750
$0 - $500,000: 0.90% $500,001+: 0.85%
Comprehensive Financial Planning ongoing monthly fee $50-$100
Fee-only: Financial Planning fixed fee ranges from $500 to $750, negotiable; Comprehensive Financial Planning upfront fee $750-$1,250 plus ongoing monthly fee $50-$100, negotiable
Main office
5636 Whitesville Road, Suite B1
Columbus GA 31904
Advisors at this office
1
Most active in
Alabama · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Forms ADV
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