Financial Planning (CRD# 112450) is a financial advisory firm headquartered in , . They manage $7,800,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$1,114,286
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William Stanley (CRD# 4412886) is an Investment Advisor Representative working at Financial Planning in Colorado Springs, CO and has over 16 years of experience in the finance industry.