Atlas Financial Planning, LLC
Atlas Financial Planning, LLC (CRD# 291174) is a financial advisory firm headquartered in , . They manage $5,650,000 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$60,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jeffrey Edwards (CRD# 4266543) is an Investment Advisor Representative working at Atlas Financial Planning, LLC in Irvine, CA and has over 21 years of experience in the finance industry. Jeffrey Edwards 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.