Masterplan Retirement Consultants

Masterplan Retirement Consultants (CRD# 171497) is a financial advisory firm headquartered in Marietta, GA. They serve the financial needs of clients across 7 states (or territories).

Current Firm Details
410 Villa Rica Way Sw, Suite 100, Marietta, GA 30064
https://www.facebook.com/masterplanretire
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TX

Financial Advisors at Masterplan Retirement Consultants
Showing 1 - 1 of 1 top financial advisors.
1
Evan Fricks, financial advisor Marietta GA
Evan M. Fricks
CRD#: 7358877
410 Villa Rica Way Sw, Suite 100, Marietta, GA 30064

Evan Fricks (CRD# 7358877) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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