Be advised. This firm is no longer registered.

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).

Current Firm Details
Po Box 978, Estero, FL 33929
http://cfplanning.com
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Custom Financial Planning, Inc.
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals