Practical Financial Planning, Inc.
Practical Financial Planning, Inc. (CRD# 119984) is a financial advisory firm headquartered in Rocky River, OH. They manage $35,600,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Practical Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$265,672
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
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Practical Financial Planning, Inc.
1
Kenneth Robinson (CRD# 4552919) is an Investment Advisor Representative working at Practical Financial Planning, Inc. in Rocky River, OH and has over 21 years of experience in the finance industry.
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