Custom Financial Planning, Inc.

Custom Financial Planning, Inc. (CRD# 142768) is a financial advisory firm headquartered in Estero, FL. They manage $8,247,893 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $217,050
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Custom Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John D. Kingston
CRD#: 1273706
Po Box 978, Estero, FL 33929
86
Wealthminder
score

John Kingston (CRD# 1273706) is an Investment Advisor Representative working at Custom Financial Planning, Inc. in Estero, FL and has over 32 years of experience in the finance industry. John Kingston 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.

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