Bucks County Financial Planning Group, Inc.
Bucks County Financial Planning Group, Inc. (CRD# 151205) is a financial advisory firm headquartered in Newtown, PA. They manage $20,286,000 in 107 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$189,589
- 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)
Michael McGlashen (CRD# 1325666) is an Investment Advisor Representative working at Bucks County Financial Planning Group, Inc. in Newtown, PA and has over 32 years of experience in the finance industry.
Paul Norr (CRD# 5184681) is an Investment Advisor Representative working at Bucks County Financial Planning Group, Inc. in Westlake Village, CA and has over 8 years of experience in the finance industry. Paul Norr 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.