Plan Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Plan Partners serves a mix of small institutional retirement-plan sponsors (including pension and profit‑sharing plans), charitable institutions and endowments, and individual retail clients who are generally not high‑net‑worth. The firm provides ERISA and UPMIFA fiduciary consulting (including 3(21)/3(38) services), education and enrollment meetings, financial planning, and assistance in selecting outside money managers and Turnkey Asset Management Programs (TAMPs).
The firm typically delivers advice on a non‑discretionary basis, requiring client approval for trades, and uses model portfolios and third‑party manager solutions rather than exercising discretionary portfolio control. Plan Partners describes a preference for minimal trading to limit costs and relies on third‑party research tools (such as Morningstar and fi360) and manager searches to identify investment and tax‑optimization solutions.
Distinctive for a firm of its size, Plan Partners operates as a single‑owner RIA that combines pension/fiduciary consulting and participant education with the formal selection of other advisers and TAMPs, and it reports primarily non‑discretionary assets (about $1.8 million as of 12/31/2024) with no discretionary AUM. The firm also commonly engages clients on flat consulting or fixed‑fee arrangements for plan work, runs educational seminars/workshops, and does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Consulting services and financial planning fees may be flat fees ranging from $500 to $20,000 depending on services; consulting fees are negotiable
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - Over: 0.75%
Certain IARs may receive commissions for investment, financial, and insurance products purchased by clients; commissions are additional compensation
Flat financial planning fees generally range from $500 - $5,000; Consulting fees for businesses may be hourly and negotiable
Minimum fee: No specific minimum annual fee amount stated; fees are negotiable
Main office
Newbury OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Fee Based Plan Consultants · Fee Based Plan Consultants, LLC · Plan Partners LLC
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.
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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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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