Fidalgo Financial Planning
Fidalgo Financial Planning (CRD# 286654) is a financial advisory firm headquartered in , . They manage $125,360 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fidalgo Financial Planning
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$41,787
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)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Fidalgo Financial Planning
1
Shona Martin (CRD# 6752077) is an Investment Advisor Representative working at Fidalgo Financial Planning in Anacortes, WA and has over 7 years of experience in the finance industry.
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