Face 2 Face Financial Planning, LLC

Face 2 Face Financial Planning, LLC (CRD# 285630) is a financial advisory firm headquartered in Portage, MI. They manage $21,000,000 in 46 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7950 Moorsbridge Rd, Ste 203, Portage, MI 49024
http://www.face2faceplanning.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $456,522
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Face 2 Face Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Face, financial advisor Portage MI
Brian A. Face
CRD#: 5548274
7950 Moorsbridge Rd, Ste 203, Portage, MI 49024

Brian Face (CRD# 5548274) is an Investment Advisor Representative working at Face 2 Face Financial Planning, LLC in Portage, MI and has over 8 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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