Backbone Planning Partners LLC

Backbone Planning Partners provides wealth management and planning services primarily to family‑owned and closely held businesses, business owners, high‑net‑worth individuals and other individual clients. As of December 31, 2025 the firm reported $98,392,218 in discretionary assets under management across 360 accounts and offers financial planning, asset management, business strategic planning and business succession planning.

The firm develops individualized investment policies and typically manages client accounts on a discretionary basis, implementing portfolios across equities, fixed income and alternative investments using ETFs, mutual funds, individual securities and, where appropriate, private placements or other illiquid vehicles. For business clients, Backbone integrates ongoing strategic and succession work into multi‑year engagements aimed at aligning governance, operations and exit objectives with the client’s financial plan.

Noteworthy and uncommon features disclosed in the brochure include operating a proprietary wrap fee program and being under common control with an affiliated general partner intended to launch a private pooled investment vehicle focused on small companies, which would make the firm a private fund adviser and pooled vehicle sponsor if the fund becomes operational. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales, and it highlights related conflicts of interest from these arrangements and from platform and wrap program relationships.