Family Financial Planning, LLC
Family Financial Planning, LLC (CRD# 139716) is a financial advisory firm headquartered in Cortland, OH. They manage $38,730,211 in 204 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Financial Planning, LLC
By the Numbers
-
Total Assets Under Management39MILLION
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$189,854
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Family Financial Planning, LLC
1
Diana Palmer (CRD# 4583239) is an Investment Advisor Representative working at Family Financial Planning, LLC in Cortland, OH and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.