Flourish Financial Planning
Flourish Financial Planning (CRD# 295401) is a financial advisory firm headquartered in Grapevine, TX. They manage $21,322,138 in 152 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$140,277
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Flourish Financial Planning
1
Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 19 years of experience in the finance industry.
2
Christopher Wells (CRD# 6504119) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 8 years of experience in the finance industry.
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