Planbound
3yrs
3 years in the industry
About the firm
A registered investment advisory firm based in New York, New York. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$0
Individual clientsNot stated
Median years of experience3
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Advisors at Planbound
1Advisors
3Median years of experience
1States with offices
–Offices
Also known as
About Planbound
How do I contact Planbound?
Call the main office at (415) 368-1430. The main office is at 157 East 86th Street 5th Floor, MB #518, New York, NY 10028.
How is Planbound paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Planbound offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Planbound?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.