CRD: 309576
Sustainable Financial Planning
$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
6 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2020
- Office Locations
- 1
Office Locations
-- Philadelphia PA
About Sustainable Financial Planning
Sustainable Financial Planning is a Philadelphia-based, fee-only fiduciary RIA focused on helping clients in their 30s and 40s navigate key financial decisions. The firm provides planning from single-issue advice to holistic analyses with action plans, and offers discretionary asset management built around broad, passively managed ETF exposure aligned to risk tolerance.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$896.7K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
FRANKLIN BRIAN AUSTIN
Chief Compliance Officer, Owner
- CRD
- #2249289
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,244,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,244,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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