Future Proof Consulting Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Future Proof Consulting Group LLC provides objective, fee‑only financial planning and non‑discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and those preparing for or living in retirement. The firm offers comprehensive planning engagements, shorter project work, and public education through seminars, workshops, webinars, and written resources, while clients retain custody of their assets and the firm does not execute trades on client accounts.
The firm’s recommendations are grounded in a structured, evidence‑informed planning process called the Future Proof Blueprint™, emphasizing long‑term, broadly diversified passive strategies, tax awareness, disciplined portfolio management, and the integration of retirement, cash‑flow, insurance, and estate planning. Advice is delivered non‑discretionarily and collaboratively: clients receive written plans, implementation support if requested, and periodic reviews rather than having assets managed directly by the firm.
Noteworthy features include fee arrangements that rely on hourly engagements, fixed project fees, and fixed monthly subscription tiers instead of asset‑based or performance‑based compensation, and an explicit commitment to financial education through seminars and workshops. The founder operates the advisory practice on a part‑time basis while holding a full‑time academic appointment, the firm does not sponsor or advise private funds, and it has voluntarily adopted the Real Fiduciary™ Practices as a code of conduct.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed monthly fees for ongoing advisory services under Advantage tiers: Essential $99/month, Growth $199/month, Premier $349/month
N/A - N/A: N/A
QuickStart hourly fee at $150 per hour with a one-hour minimum, billed in quarter hour increments
Advantage fixed monthly fees: Essential $99/month, Growth $199/month, Premier $349/month
Minimum fee: Blueprint fixed project fee starting at $1,500; typically $1,500 to $3,000 depending on complexity Fee-only: Fee-only firm; fees paid directly by clients; no commissions or third-party compensation received
Main office
75 South Broadway, 4th Floor
White Plains NY 10601
Advisors at this office
1
Most active in
New York
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.
Forms ADV
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