East Coast Tax And Financial Planning

East Coast Tax And Financial Planning (CRD# 281462) is a financial advisory firm headquartered in Vero Beach, FL. They manage $1,111,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at East Coast Tax And Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Danny C. Howes
CRD#: 5481834
2945 Cardinal Dr., Vero Beach, FL 32963

Danny Howes (CRD# 5481834) is an Investment Advisor Representative working at East Coast Tax And Financial Planning in Vero Beach, FL and has over 10 years of experience in the finance industry.

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