Narrow Road Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,773,266
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$161,206
About
Narrow Road Financial Planning LLC provides discretionary investment management and a range of financial planning and consulting services to individuals, high‑net‑worth clients, charitable organizations, and business entities. Offerings include ongoing portfolio management, comprehensive financial planning, tax planning, and standalone engagements such as Social Security claiming analysis and retirement account reviews.
The firm combines strategic, passive allocation principles (using Modern Portfolio Theory) with tactical asset‑allocation strategies that rely on quantitative, trend‑following models and third‑party research, and it employs fundamental, technical, and Monte Carlo analysis in planning work. Portfolios are managed on a discretionary basis with periodic rebalancing and quarterly account reviews to monitor risk and alignment with client objectives.
Distinctive features for a small, recently established advisory practice include a relatively modest asset base and client roster alongside a broad menu of standalone planning products and model‑driven tactical strategies. Operationally, the firm requires use of a specified custodian, does not allow directed brokerage, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for financial planning range from $2,000 to $5,000; Tax Planning standalone fee $950; Annual Review fee $950; Social Security Blueprint fee $450; Retirement Account Review fee $450
1.35% annually, negotiable
$200-$400 per hour
Fee-only: Hourly fees ranging from $200 to $400 per hour; Fixed fees ranging from $2,000 to $5,000 for financial planning; Flat fees for specific services such as Tax Planning ($950), Annual Review ($950), Social Security Blueprint ($450), and Retirement Account Review ($450)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Narrow Road Financial Planning LLC
Adams TN, United States
Number of offices
1
Forms ADV
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