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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2004
- Office Locations
- 1
Office Locations
About ON Course Financial Planning
On Course Financial Planning is an independent, fee-only RIA providing personalized financial planning and discretionary portfolio management, with a niche focus on airline families. The firm uses an evidence-based, asset-allocation-first philosophy—eschewing market timing and stock picking—and builds globally diversified portfolios primarily with index mutual funds and ETF index funds. Fees are based on total family assets, with no referral or product compensation.
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Owner & Executives
GEORGE ANTHONY SISTI
Manager
- CRD
- #4835803
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,830,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,830,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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