Center For Financial Planning, Inc.
Center For Financial Planning, Inc. (CRD# 137500) is a financial advisory firm headquartered in Modesto, CA. They manage $3,800,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Center For Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$165,217
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Center For Financial Planning, Inc.
No Advisor Found.
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