Fi-nancial Planner LLC
Fi-nancial Planner LLC (CRD# 299675) is a financial advisory firm headquartered in , . They manage $15,000,000 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Fi-nancial Planner LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$189,873
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, VA
Financial Advisors at Fi-nancial Planner LLC
1
Daniel Kenny (CRD# 6607888) is an Investment Advisor Representative working at Fi-nancial Planner LLC in Hamilton, VA and has 1 year of experience in the finance industry.
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