Be advised. This firm is no longer registered.

Financial Planning Resources, Inc.

Financial Planning Resources, Inc. (CRD# 106250) is a financial advisory firm headquartered in Willoughby Hills, OH. They manage $9,711,901 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2786 Som Center Road, Ste 100, Willoughby Hills, OH 44094
https://www.linkedin.com/in/davebucholtzcfp/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $194,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Financial Planning Resources, Inc.
No Advisor Found.

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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