Financial Planning Resources

Financial Planning Resources (CRD# 106250) is a financial advisory firm headquartered in Mentor, OH. They manage $70,888,960 in 412 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7959 Reynolds Road, Mentor, OH 44060
https://mgermoroyalaa.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $172,061
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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, OH

Financial Advisors at Financial Planning Resources
Showing 1 - 1 of 1 top financial advisors.
1
Michael Germo, financial advisor Mentor OH
Michael A. Germo
CRD#: 732238
7959 Reynolds Road, Mentor, OH 44060
96
Wealthminder
score

Michael Germo (CRD# 732238) is an Investment Advisor Representative working at Financial Planning Resources in Mentor, OH and has over 25 years of experience in the finance industry. Michael Germo 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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