Advisorplanner, LLC (CRD# 282944) is a financial advisory firm headquartered in St. Petersburg, FL. They manage $4,582,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$163,643
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Donovan (CRD# 1173153) is an Investment Advisor Representative working at Advisorplanner, LLC in Saint Petersburg, FL and has over 32 years of experience in the finance industry. John Donovan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.