Financial Planning (CRD# 112450) is a financial advisory firm headquartered in , . They manage $3,900,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$780,000
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
William Stanley (CRD# 4412886) is an Investment Advisor Representative working at Financial Planning in Colorado Springs, CO and has over 17 years of experience in the finance industry.