Artisan Financial Planning
Artisan Financial Planning (CRD# 317165) is a financial advisory firm headquartered in , . They manage $5,557,631 in 42 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Artisan Financial Planning
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$132,325
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
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Artisan Financial Planning
1
Brian Rood (CRD# 7451527) is an Investment Advisor Representative working at Artisan Financial Planning in Overland Park, KS and has over 3 years of experience in the finance industry.
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