About Osborne Financial Planning LLC
Osborne Financial Planning LLC is a highly reputable financial planning firm that provides a wide range of financial services to clients. The firm has a team of knowledgeable and experienced financial advisors who offer expert advice and guidance to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- The advisor provides personalized financial planning strategies based on the client’s financial goals and individual circumstances.
- They offer unbiased and objective financial advice, putting the client’s best interests first.
- The advisor continuously monitors and adjusts the client’s financial plan as needed to ensure it remains on track.
- They help clients understand complex financial concepts and make informed decisions about their money.
Facts and Insights
As of 2020, Osborne Financial Planning LLC has over $100 million in assets under management (AUM) and 5 financial advisors on staff. The firm has been in business for over 15 years, building a strong track record of success and trust with its clients.
| Year | AUM (in millions) |
|---|---|
| 2016 | $80 |
| 2017 | $90 |
| 2018 | $100 |
| 2019 | $110 |
| 2020 | $120 |
Financial Services Offered
Osborne Financial Planning LLC offers a comprehensive range of financial services, including:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Education planning
- Insurance and risk management
- Debt management
Client Types
The firm serves a diverse range of clients, including individuals, families, small business owners, and corporations. Their advisors have extensive experience working with clients from a variety of backgrounds and financial situations.
Fees & Compensation
Osborne Financial Planning LLC operates on a fee-only basis, which means they do not receive any commissions or compensation from product sales. The firm charges a flat fee based on the complexity of the client’s financial needs and the services provided. This fee structure ensures that the advisor’s interests are aligned with the client’s and eliminates any potential conflicts of interest.
Background
Osborne Financial Planning LLC was founded by Jane Osborne, a highly qualified and experienced financial planner with over 20 years of industry experience. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered financial advisor, Osborne Financial Planning LLC is required to disclose any potential conflicts of interest to its clients. The firm has a strict code of ethics and operates with full transparency, ensuring that clients are fully informed and can make well-informed decisions about their finances.