Financial Planning & Management, LLC

Financial Planning & Management, LLC (CRD# 133726) is a financial advisory firm headquartered in , . They manage $10,392,431 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $546,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
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

Chad Shoultz (CRD# 3085949) is an Investment Advisor Representative working at Financial Planning & Management, LLC in Indialantic, FL and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.