Piece Of Wealth Planning LLC
Piece Of Wealth Planning LLC (CRD# 307247) is a financial advisory firm headquartered in Buford, GA. They manage $689,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts18ACCOUNTS
-
Average Account Value$38,278
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Piece Of Wealth Planning LLC
1
Jovan Johnson (CRD# 7225767) is an Investment Advisor Representative working at Piece Of Wealth Planning LLC in Athens, GA and has 1 year of experience in the finance industry.
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