Financial Planning Suite, Inc.

Financial Planning Suite, Inc. (CRD# 123463) is a financial advisory firm headquartered in , . They manage $11,680,712 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $315,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

NJ, NY

Financial Advisors at Financial Planning Suite, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James D. Ebert
CRD#: 6900552
Wethersfield, CT
87
Wealthminder
score

James Ebert (CRD# 6900552) is an Investment Advisor Representative working at Financial Planning Suite, Inc. in Wethersfield, CT and has 1 year of experience in the finance industry.

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