Pyles Financial Planning, LLC

Pyles Financial Planning provides comprehensive financial planning and related investment advice to individual clients, with a stated focus on serving members of the LGBTQ+ community and people who may not traditionally have access to planning services. The brochure describes services that include individualized financial plans, investment management advice, other consulting, and occasional educational workshops for clients and their guests.

The firm uses a defined investment process—goal setting and risk profiling, asset allocation modeling, investment selection and ongoing monitoring—and emphasizes asset allocation and tax diversification when implementing recommendations. Its analysis references macroeconomic indicators (money supply, interest rates, commodity prices) and political factors, and the firm documents client objectives in Investment Policy Statements and conducts annual plan reviews.

Pyles departs from common investment-manager practice by billing primarily on hourly, flat‑fee, or capped‑hourly arrangements rather than charging percentage‑of‑assets or performance‑based fees, and by offering client workshops and a range of payment methods. The brochure also reports that the firm currently has no assets under management, does not accept discretionary trading authority or custody of client assets, and targets non‑HNW individual clients—features that distinguish it from many firms in the investment-manager category.