Financial Planning

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,114,286
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO

Financial Advisors at Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
William R. Stanley
CRD#: 4412886
Colorado Springs, CO
93
Wealthminder
score

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.

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