Vessel Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers investment advisory and financial planning services to individuals and high‑net‑worth clients, providing asset management alongside project‑based “Starting Point” plans and ongoing “Journey” planning. Financial planning work covers goals, tax planning, asset allocation, retirement planning, insurance and real estate analysis, among other topics, with written plans provided to clients.
Investment decisions draw on fundamental analysis and Modern Portfolio Theory and are implemented through long‑term strategies across stocks, bonds, mutual funds, ETFs and REITs (the brochure also discusses the risks of alternative investments). Accounts can be managed on a discretionary basis, are reviewed at least annually (with additional reviews triggered by client or market events), and clients may impose reasonable investment restrictions.
Notable features include that the firm is newly registered in 2026 and reported no assets under management at the brochure date, and its principal holds CFP®, CIMA®, and Behavioral Financial Advisor credentials. The firm recommends custodians (Charles Schwab and Altruist), discloses that standing letters of authorization can create deemed custody in some cases, does not vote client proxies, and discloses that some associated persons are licensed insurance agents and that custodial support services from Schwab may create conflicts that are disclosed and managed.
Client services
Expertise
Demographic focus
Fee options
$0 - $499,999: 0.95% $500,000 - $999,999: 0.85% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
Fee-only: Financial planning and consulting fees range from $1,000 for project-based services; Journey ongoing annual planning fee $2,500-$10,000.
Main office
Plano TX
Advisors at this office
1
Most active in
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 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.
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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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