Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. The Financial Planning Company is a fee-only registered investment advisor paid only by our clients. We are headquartered in Royal Oak, Michigan and happily serve clients locally and across the nation.
The firm uses an evidence based investing approach, rooted in Nobel Prize winning research, to build globally diversified and low-cost investment portfolios. We perform quarterly portfolio rebalancing based on a researched systematic approach to promote portfolio stability while minimizing taxes and trading costs.
The firm uses an evidence based investing approach, rooted in Nobel Prize winning research, to build globally diversified and low-cost investment portfolios. We perform quarterly portfolio rebalancing based on a researched systematic approach to promote portfolio stability while minimizing taxes and trading costs.
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Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. The Financial Planning Company is a fiduciary, fee-only, Registered Investment Advisor (RIA) founded by Brewster Smith in 2016. One hundred percent of our compensation is paid by our clients.
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Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. A fiduciary is an investment advisor who is required by law to always act in the best interest of their client. Unlike financial advisors at brokerage firms or banks, a fiduciary is required to place client interests first.
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