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
P.o. Box 501, Cortland, OH 44410
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Family Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Diana Palmer, financial advisor Cortland OH
Diana L. Palmer
CRD#: 4583239
Cortland, OH

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.

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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