Financial Planning & Management, LLC

Financial Planning & Management, LLC (CRD# 133726) is a financial advisory firm headquartered in , . They manage $1,146,637 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $54,602
Compensation Options
  • A percentage of assets under your management
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.

FL

Financial Advisors at Financial Planning & Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chad C. Shoultz
CRD#: 3085949
Indialantic, FL
96
Wealthminder
score

Chad Shoultz (CRD# 3085949) is an Investment Advisor Representative working at Financial Planning & Management, LLC in Indialantic, FL and has over 18 years of experience in the finance industry. Chad Shoultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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