Just Plans Etc Employee Directory

Investment ManagementCalifornia, United States1 Employees

Just Plans Etc is a fee-only registered investment advisor based in Concord, California, founded in 1983. The firm focuses on providing planning and investment management services to more than 100 clients, operating with a fiduciary duty to place client interests first due to its fee-only compensation model. With partners Jim Ellman and Barry Mendelson bringing more than five decades of combined experience, the company emphasizes guidance on growing, managing, and protecting wealth within the investment management industry. The organization is positioned to serve individuals seeking comprehensive financial planning and investment oversight in the United States. A notable recent development is the ongoing operation of a small professional team under a fiduciary framework, reinforcing its practice scope and client-centric approach.

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