Financial Planning Consultants, LLC

Financial Planning Consultants, LLC (CRD# 118547) is a financial advisory firm headquartered in San Jose, CA. They manage $111,995,703 in 262 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $427,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edward A. Davis
CRD#: 4490103
333 W Santa Clara Street, Ste 830, San Jose, CA 95113
93
Wealthminder
score

Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 7 years of experience in the finance industry.

2
Marc G. Parkinson
CRD#: 4490099
333 West Santa Clara, Suite 830, San Jose, CA 95113
93
Wealthminder
score

Marc Parkinson (CRD# 4490099) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 12 years of experience in the finance industry.

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Disclosure
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