Desert Financial Planning
Desert Financial Planning (CRD# 293185) is a financial advisory firm headquartered in Palm Desert, CA. They manage $3,286,107 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$80,149
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Desert Financial Planning
1
Nolan Saini (CRD# 6338152) is an Investment Advisor Representative working at Desert Financial Planning in Palm Desert, CA and has over 9 years of experience in the finance industry.
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