Sustainable Financial Planning, LLC

Sustainable Financial Planning, LLC (CRD# 151851) is a financial advisory firm headquartered in Cincinnati, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sustainable Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Brian A. Mahany
CRD#: 5723302
312 Walnut Street, Suite 1600, Cincinnati, OH 45202

Brian Mahany (CRD# 5723302) is an Investment Advisor Representative working at Sustainable Financial Planning, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry. Brian Mahany has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.