F5 Financial Planning, LLC

F5 Financial Planning, LLC (CRD# 170674) is a financial advisory firm headquartered in , . They manage $127,641,559 in 524 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

https://twitter.com/jduncadvisor

By the Numbers

Total Assets Under Management

128

MILLION
Total Number of Accounts

524

ACCOUNTS
Average Account Value

$243,591

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA, IL, SC, TN, TX

Financial Advisors at F5 Financial Planning, LLC

Showing 1 - 2 of 2 top financial advisors.

Joshua S. Duncan

CRD#: 6184795

Naperville, IL

Joshua Duncan (CRD# 6184795) is an Investment Advisor Representative working at F5 Financial Planning, LLC in Naperville, IL and has over 10 years of experience in the finance industry.

Curtis L. Stowers

CRD#: 6011385

Naperville, IL

Curtis Stowers (CRD# 6011385) is an Investment Advisor Representative working at F5 Financial Planning, LLC in Naperville, IL and has over 12 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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