Eos Financial Planning LLC

Eos Financial Planning LLC (CRD# 288595) is a financial advisory firm headquartered in , . They manage $10,426,501 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.eosfp.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $297,900
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Eos Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aletta Tibbetts, financial advisor Arlington MA
Aletta W. Tibbetts
CRD#: 6825874
Arlington, MA

Aletta Tibbetts (CRD# 6825874) is an Investment Advisor Representative working at Eos Financial Planning LLC in Arlington, MA and has over 6 years of experience in the finance industry.

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.

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