PlanPrep, LLC is a fee-only Registered Investment Advisor (RIA) based in Charlotte, North Carolina. The firm operates under a fiduciary standard, meaning it is legally obligated to prioritize its clients' best interests. They offer a holistic suite of services including comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning. Their stated mission is to build long-term relationships with clients by providing personalized financial guidance to help them achieve their goals throughout various stages of life.

Founded in

United States