Plan2retire
Plan2retire (CRD# 146827) is a financial advisory firm headquartered in Hagerstown, MD. They manage $52,500,000 in 404 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts404ACCOUNTS
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Average Account Value$129,951
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
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, PA, SC, VA, WV
Financial Advisors at Plan2retire
1
Jeffrey Bowers (CRD# 2747053) is an Investment Advisor Representative working at Plan2retire in Hagerstown, MD and has over 27 years of experience in the finance industry.
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