Pope Wealth Planning, LLC

The firm provides investment management and financial planning services to individuals, couples, mass‑affluent and high‑net‑worth clients, including professionals and business owners. Offerings include continuous portfolio advice, project‑based planning, and ongoing comprehensive planning covering cash flow, retirement, tax, estate, insurance, business planning, and equity‑compensation strategies.

The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis and the use of outside managers and third‑party model portfolios (including a named model provider and a robo‑advisor platform). Clients generally grant limited authority and the adviser typically operates with non‑discretionary trading arrangements—seeking client approval prior to execution—while also having the ability to implement models or discretionary allocations through sub‑advisers when engaged.

Distinctive features include sponsorship of a wrap fee program (described in the firm’s Appendix 1) and an unusually large amount of assets reported as non‑discretionary—approximately $45.7 million—relative to a small client base, which suggests clients commonly retain final trading authority. The firm’s lead advisor holds CFP and CFT‑I credentials and combines subscription‑style ongoing planning with model‑driven execution across multiple custodial platforms, creating a hybrid service model not typical among solo independent advisers.