P
Planbound, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Planbound provides personalized financial planning and investment management primarily to individual clients — including high-net-worth individuals and small businesses — through an initial comprehensive financial plan and optional ongoing wealth management. The firm also offers financial education as a distinct service line, delivering online courses and occasional in-person workshops in addition to typical advisory consultations.
The firm’s investment approach is centered on a passive buy-and-hold strategy with diversified allocations across stocks, bonds, ETFs and other vehicles, while also employing fundamental, technical and cyclical analyses when appropriate. Portfolios are generally managed on a discretionary basis under written investment policy statements, with periodic reviews tied to changes in market conditions or client circumstances.
Planbound’s brochure emphasizes paid educational offerings and hourly consulting engagements as part of its business model, features that are less common among firms classified as investment managers. The document also discloses that clients may incur brokerage transaction fees when securities are traded, that the principal maintains an outside role at another fee-only advisory firm, and that the firm currently reports no assets under management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General tax planning
General retirement planning
Cash flow / budgeting
Fee options
Initial comprehensive financial plan fee ranging from $3,000 to $20,000; Recurring wealth management flat fee between $3,600 and $20,000 annually
$0 - $10,000,000: 1.00% $10,000,000+: Negotiable
Consulting fee up to $500 per hour; Hourly planning engagements up to $300 per hour
Minimum fee: Initial comprehensive financial plan: $3,000 minimum; Recurring wealth management fee: $3,600 minimum annually Fee-only: Flat annual fee for ongoing wealth management (non-AUM) ranging from $3,600 to $20,000; Initial financial plan fee ranging from $3,000 to $20,000; Hourly planning engagements up to $300/hour
Main office location
Planbound, LLC
157 East 86 Th Street, 5 Th Floor, Mb #518
New York NY 10028, United States
Number of offices
1
Most active in
Planbound, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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