Outlive Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment management and comprehensive financial planning services to individual and high-net-worth clients. Services include ongoing financial planning, project-based engagements, a DIY-with-assistance subscription option, and coordination of estate-planning work with third-party providers.
OFP develops client-specific investment policies and implements portfolios across public securities (stocks, bonds, mutual funds, and ETFs), managing accounts on a discretionary or non-discretionary basis and tailoring asset allocation to goals, risk tolerance, and tax considerations. The firm describes a mix of passive and active methods (fundamental, technical, cyclical, and charting analysis), regular quarterly reviews, and execution through an institutional digital custody platform.
Compared with many firms in its regulatory category, OFP discloses non-standard engagement formats — including project-based and hourly billing and a recurring DIY subscription — rather than relying solely on percentage-of-assets arrangements. The brochure also notes the firm is newly formed with no assets under management yet and that its principal maintains a substantial outside operational role in the military and a small real-estate ownership interest, which the firm discloses as significant outside activities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning ($0 to $25,000), Estate Planning ($1,000 to $10,000), and upfront fee for Ongoing Financial Planning ($500 to $3,000). Monthly fees for Ongoing Financial Planning ($250 to $3,000) and DIY with Assistance ($50 to $150).
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.50%
$250 per hour for Project-Based Financial Planning.
Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Main office
San Diego CA
Advisors at this office
1
Most active in
California · Texas
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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