Faulkner Financial Planning, LLC
Faulkner Financial Planning, LLC (CRD# 166337) is a financial advisory firm headquartered in Cameron Park, CA. They manage $7,537,770 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Faulkner Financial Planning, LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$628,148
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
CA
Financial Advisors at Faulkner Financial Planning, LLC
1
Kathleen Faulkner (CRD# 2764332) is an Investment Advisor Representative working at Faulkner Financial Planning, LLC in Cameron Park, CA and has over 27 years of experience in the finance industry.
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