Dba Fee Only Financial Planning, Inc.
Dba Fee Only Financial Planning, Inc. (CRD# 114618) is a financial advisory firm headquartered in , . They manage $79,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dba Fee Only Financial Planning, Inc.
By the Numbers
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Total Assets Under Management79MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$1,755,556
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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.
TX
Financial Advisors at Dba Fee Only Financial Planning, Inc.
1
Emerson Bell (CRD# 4460690) is an Investment Advisor Representative working at Dba Fee Only Financial Planning, Inc. in Arlington, TX and has 1 year of experience in the finance industry.
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