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- Custodian
- Altruist · SSG · Trade-PMR · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- North element
- Established Date
- 03-13-2006
- Office Locations
- 1
Office Locations
About Family Financial Planning, LLC
Family Financial Planners is an independent, owner-led advisory firm providing personalized financial planning and wealth management. The firm designs customized programs covering investment planning, retirement, tax and estate coordination, and insurance/risk management, typically implemented with diversified portfolios using mutual funds and ETFs. Client relationships span retail and institutional, with assets custodied at firms including Altruist.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DIANA LYNN PALMER
Advisor, Chief Compliance Officer, President
- CRD
- #4583239
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,104,884 | -- |
| Total | $41,104,884 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,104,884
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $99,579,886 | 21.5% |
| Equity - Exchange | $119,959,026 | 25.9% |
| Cash | $243,623,349 | 52.6% |
| Total | $463,162,261 | 100.0% |