Osborne Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Osborne Financial Planning LLC is a newly registered, state-registered investment adviser that describes its services as financial planning and discretionary investment management for individuals and high‑net‑worth clients; the firm reported no assets under management at the time of its Brochure. It provides modular and comprehensive financial planning as well as ongoing portfolio management and monitoring when engaged.
The firm uses a risk‑tolerance questionnaire to place clients into model portfolios and emphasizes asset allocation, low‑turnover management, periodic rebalancing, and the use of no‑load mutual funds and select ETFs; it evaluates fund options with third‑party tools and monitors portfolios at least annually. For investment management it uses standard asset‑based advisory billing, while financial planning is also offered on an hourly or fixed‑fee basis and clients may impose investment restrictions or direct brokerage choices.
A distinctive operational feature is that a firm principal is a licensed insurance agent who offers life, health, disability and long‑term care insurance and receives separate insurance commissions, a dual role the Brochure discloses as a potential conflict of interest. The firm is small (one corporate officer) and newly formed, operates on an institutional custodial platform and discloses indirect custody only through fee‑deduction and asset movement authorizations, which may be notable relative to similarly sized peers.
Client services
Expertise
Fee options
$250 fixed fee for financial planning services if investment management services are used.
$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
$200 per hour for financial planning services
Fee-only: $200 per hour for financial planning services; average plan costs approximately $3,000; fixed fee of $250 if investment management services are used to implement plan.
Main office
470 Commerce Drive, Suite 559
Peachtree City GA 30269
Advisors at this office
1
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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