$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2023
- Office Locations
- 1
Office Locations
-- Wasilla AK
About Unburdened Financial Planning
Unburdened Financial Planning is a flat-fee, fiduciary, faith-based virtual advisor serving clients nationwide. The firm delivers financial planning and investment management, including budgeting/cash-flow guidance, retirement planning, and insurance reviews, built around a biblical stewardship and generosity lens. The practice has been featured in outlets including U.S. News and NBC News.
Team overview
41 AVG AGE
$10.1M AVG AUM / ADVISOR
$629.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Matthew R Pogirski
Chief Compliance Officer, Owner
- CRD
- #6930755
- 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 | $10,075,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,075,934 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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