Planb Tax & Wealth Advisors LLC

Planb Tax & Wealth Advisors LLC (CRD# 300278) is a financial advisory firm headquartered in Carrollton, TX. They manage $1,300,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2145 N Josey Lane Ste116, Carrollton, TX 75006
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $260,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Planb Tax & Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ronald Harrison, financial advisor Dallas TX
Ronald E. Harrison
CRD#: 2333752
Dallas, TX

Ronald Harrison (CRD# 2333752) is an Investment Advisor Representative working at Planb Tax & Wealth Advisors LLC in Dallas, TX and has over 16 years 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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