Financial Planning & Consulting Services, Inc.

Financial Planning & Consulting Services, Inc. (CRD# 112440) is a financial advisory firm headquartered in , . They manage $90,870,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $1,180,130
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Planning & Consulting Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jack Patrona
CRD#: 1206513
Yorba Linda, CA
93
Wealthminder
score

Jack Patrona (CRD# 1206513) is an Investment Advisor Representative working at Financial Planning & Consulting Services, Inc. in Yorba Linda, CA and has over 17 years of experience in the finance industry.

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