My Wealth Planners
My Wealth Planners (CRD# 305664) is a financial advisory firm headquartered in Longmont, CO. They manage $63,701,891 in 338 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts338ACCOUNTS
-
Average Account Value$188,467
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at My Wealth Planners
1
Daniel Yerger (CRD# 6473980) is an Investment Advisor Representative working at My Wealth Planners in Longmont, CO and has over 8 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.