Financial Planning Office, LLC
Financial Planning Office, LLC (CRD# 107202) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $74,900,000 in 256 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts256ACCOUNTS
Average Account Value$292,578
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry. Hyrum Smith 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.