Owen Financial Planning, LLC

Owen Financial Planning, LLC (CRD# 291749) is a financial advisory firm headquartered in San Angelo, TX. They manage $11,546,827 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
133 West Concho, Suite 211, San Angelo, TX 76903
https://twitter.com/owenfinancial
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $65,982
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Owen Financial Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Justin Owen, financial advisor San Angelo TX
Justin M. Owen
CRD#: 6395635
133 West Concho, Suite 211, San Angelo, TX 76903

Justin Owen (CRD# 6395635) is an Investment Advisor Representative working at Owen Financial Planning, LLC in San Angelo, TX and has over 5 years of experience in the finance industry.

2
Scot Allen, financial advisor San Angelo TX
Scot W. Allen
CRD#: 7740492
133 West Concho, Suite 211, San Angelo, TX 76903

Scot Allen (CRD# 7740492) is an Investment Advisor Representative working at Owen Financial Planning, LLC in San Angelo, TX and has 1 year of experience in the finance industry.

3
Levi Calhoun, financial advisor San Angelo TX
Levi T. Calhoun
CRD#: 7729212
133 West Concho, Suite 211, San Angelo, TX 76903

Levi Calhoun (CRD# 7729212) is an Investment Advisor Representative working at Owen Financial Planning, LLC in San Angelo, TX 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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