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
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Fidalgo Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Shona M. Martin
CRD#: 6752077
Anacortes, WA

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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