Financial Planning Services
Financial Planning Services (CRD# 124984) is a financial advisory firm headquartered in Mount Clemens, MI. They manage $10,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Planning Services
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Security ratings or pricing services
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Financial Planning Services
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.