B4 Financial Planning

B4 Financial Planning (CRD# 115871) is a financial advisory firm headquartered in , . They manage $15,616,740 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $600,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at B4 Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Barnard, financial advisor Chesapeake VA
Gerald W. Barnard
CRD#: 4473063
Chesapeake, VA

Gerald Barnard (CRD# 4473063) is an Investment Advisor Representative working at B4 Financial Planning in Chesapeake, VA and has 1 year 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.

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