Blanchard Wealth Partners
Blanchard Wealth Partners (CRD# 298993) is a financial advisory firm headquartered in Richmond, TX. They manage $570,870 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$57,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sonny Blanchard (CRD# 7026601) is an Investment Advisor Representative working at Blanchard Wealth Partners in Richmond, TX and has 1 year of experience in the finance industry. Sonny Blanchard 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.