Fee-only Financial Planning
Fee-only Financial Planning (CRD# 128824) is a financial advisory firm headquartered in , . They manage $35,130,971 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fee-only Financial Planning
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$1,351,191
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Fee-only Financial Planning
1
David Martula (CRD# 1152126) is an Investment Advisor Representative working at Fee-only Financial Planning in Hadley, MA and has 1 year of experience in the finance industry.
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