CRD: 290255
Outside THE BOX Financial Planning, LLC
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Signal vitalPioneer quantum +more
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Outside THE BOX Financial Planning, LLC
Outside the Box Financial Planning is a fee-only, fiduciary CFP-led RIA in the Chicago area serving retirees, business owners, and medical professionals nationwide. The firm delivers comprehensive financial and retirement planning plus ongoing wealth management/investment management, with emphasis on tax optimization, retirement income, and Social Security/Medicare planning. Supports platforms including Schwab and Betterment; founder Ivan Havrylyan has been quoted in outlets such as CBS News.
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Client Personas
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Investment Themes
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Technology
Owner & Executives
IVAN HAVRYLYAN
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, FOUNDER
- CRD
- #6126509
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,516,469 | -- |
| Non-Discretionary | $608,118 | -- |
| Total | $10,124,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,124,587
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,109,080,959 | 25.2% |
| Equity - Exchange | $3,292,033,959 | 74.8% |
| Total | $4,401,114,918 | 100.0% |