CRD: 317165
Artisan Financial Planning
$28.3M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Ridge ridgeMomentum matrix +more
- Established Date
- 12-14-2021
- Office Locations
- 1
Office Locations
-- Overland Park KS
About Artisan Financial Planning
Artisan Financial Planning provides flat-fee financial planning and investment management for musicians, performing artists, and other creatives—clients often underserved by traditional advisors. Led by Brian Rood, CFP®, the firm emphasizes practical, tax-aware portfolio decisions and ETF-based implementation. Notably, the practice has been featured in NerdWallet.
Team overview
50 AVG AGE
$28.3M AVG AUM / ADVISOR
$765.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Fusion prime Delta Timber horizon Atlas Capital
Client Personas
Capital bridge
Custodian
Signal Horizon Insight Foundation glacier Focus Catalyst vertex Pioneer radial Pioneer momentum Capital
Fund Managers
Frontier element
Investment Themes
Optima north North optima Peak Peak Atlas peak North matrix Fusion crest
Investment Vehicles
Beacon Ridge vector
Services
Pathway Unison catalyst North ember Glacier vertex Optima peak Crest radial Harbor frontier Meridian Wave Vector
Technology
Radial Oak signal Fusion Focus Delta
Owner & Executives
Brian Fredrick Rood
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #7451527
- Ownership
- 75% or more
(763) 385-9749
value.ember@eaglecapital.com
in linkedin.com/in/harbor-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,310,346 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,310,346 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,310,346
Equity - Exchange:
12.8% Cash:
44.2% U.S. Government/Agency:
43.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $685,022,028 | 12.8% |
| Cash | $2,365,466,691 | 44.2% |
| U.S. Government/Agency | $2,301,245,877 | 43.0% |
| Total | $5,351,734,596 | 100.0% |