Followthru Planning Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,481,065
Clients
19
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$77,951
About
Followthru Planning Associates LLC provides financial planning and investment advisory services to individuals and families, including retirement planning, tax planning, cash flow analysis, debt management, college funding and asset allocation. The firm is a sole-owner registered investment adviser that offers advice either on an hourly basis or as a percentage of assets and does not impose a minimum asset or income requirement.
The firm’s investment approach emphasizes long-term fundamentals over frequent trading and uses a mix of index and actively managed mutual funds, ETFs, individual stocks and bonds, CDs and conservative options techniques (protective puts, call writing). Followthru generally operates without taking custody and typically manages accounts on a non-discretionary basis, with clients retaining control of trading and receiving account statements directly from custodians; formal reviews are conducted semi‑annually or annually.
Notable practice details that differentiate the firm from many peers are the combination of small-business accounting services (personal and business tax preparation, payroll and bookkeeping) and licensed insurance activity for life/accident/health and property/casualty products, with any insurance commissions disclosed to clients. The firm’s principal holds the CFA designation, and the brochure states insurance compensation is separate from advisory fees and that clients are free to decline insurance recommendations or choose other providers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Options & derivatives strategies
Demographic focus
Young Professionals
Approaching retirement
Fee options
1% annually with a minimum fee of $100 per year
$100 per hour for financial planning
Minimum fee: Minimum fee of $100 per year when charged as percentage of assets
Main office location
Followthru Planning Associates LLC
Brooklyn NY, United States
Number of offices
1
Most active in
Followthru Planning Associates LLC has reported serving >5 clients in these states in the last 12 months.
New York
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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