Grow Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,650,000
Clients
18
0% 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
18
TypicalAverage account size
$91,667
About
Grow Planning, LLC is a small independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm also provides retirement plan consulting to businesses and offers personal finance presentations and workshops for the public and employee groups.
The firm typically develops individualized investment policies and implements largely passive, low-cost portfolios, while seeking client approval for trades rather than exercising full discretionary authority. It complements passive strategies with fundamental, technical and cyclical analysis as needed and uses third‑party platforms and sub‑advisers, including the Betterment for Advisors wrap platform and institutional custody relationships, to deliver portfolio management and automated services.
Noteworthy aspects include the firm’s affiliation with third‑party advisory and custody platforms (including Betterment and participation in Charles Schwab’s institutional program), its reported $1.65 million of primarily non‑discretionary AUM, and the regular offering of educational seminars and workshops. The firm operates as a solo practitioner with a small client base and provides multiple planning delivery models (monthly retainer, fixed‑fee plans, and hourly engagements), while the principal maintains separate media and creative activities outside the advisory practice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting for other advisory firms
Expertise
Business ownership considerations
Cash flow / budgeting
Debt management
Occupation focus
Self-Employed
Fee options
Comprehensive Financial Planning upfront charge ranges from $500 to $4,900; Financial Planning fixed fees range from $1,500 to $4,900
$0 - $500,000: 1.00% $500,001+: 1.00%
Financial planning hourly rate ranges from $150 to $400 per hour; Presentation fees $150-$500 per hour; Retirement consulting fees $150-$500 per hour
Main office location
Grow Planning, LLC
Highland Beach FL, United States
Number of offices
1
Most active in
Grow Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Oregon
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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