Financial Planning Concepts, Inc.
Financial Planning Concepts, Inc. (CRD# 119168) is a financial advisory firm headquartered in , . They manage $16,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Planning Concepts, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$825,000
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Financial Planning Concepts, Inc.
1
Jeffrey Muhle (CRD# 2861830) is an Investment Advisor Representative working at Financial Planning Concepts, Inc. in Manhattan Beach, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.