Real Wealth Planning

Real Wealth Planning (CRD# 311106) is a financial advisory firm headquartered in , . They manage $11,327,469 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/fiduciary.realestatewealthplanning
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $76,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Real Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sarah Ponder, financial advisor Sunset Valley TX
Sarah J. Ponder
CRD#: 6710703
Sunset Valley, TX

Sarah Ponder (CRD# 6710703) is an Investment Advisor Representative working at Real Wealth Planning in Sunset Valley, TX and has over 7 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals