Global Financial Planning Group, LLC

Global Financial Planning Group, LLC provides wealth and estate management, financial planning, and portfolio management to individuals (including both non‑HNW and high‑net‑worth clients), as well as trusts, pension plans, and other entities; the firm reports roughly 227 clients and manages about $135 million in client assets. Its services include discretionary and non‑discretionary portfolio management, written financial plans and consulting, pension/401(k) referral services, and recommendations of third‑party investment managers.

The firm develops tailored strategies based on client objectives, risk tolerance and ongoing reviews, employing methods such as fundamental analysis, long‑ and short‑term purchases, and limited use of options and margin where appropriate, with periodic rebalancing as circumstances change. It both manages accounts directly and may recommend or supervise third‑party managers, and typically executes trades through custodians and broker‑dealers such as Charles Schwab and LPL.

Distinctively, Global Financial Planning Group sponsors a wrap fee program that bundles management, transaction and administrative services into a single fee — an offering that is uncommon among peer supported firms — and also operates as a licensed insurance agency with associated persons able to sell commissioned insurance products. The firm’s small advisor team managing over $100 million, combined with wrap sponsorship and revenue relationships with TPAs and insurance/ broker‑dealer arrangements, makes its business model materially different from many peers.