Plan & Act

Plan & Act (CRD# 148453) is a financial advisory firm headquartered in , . They manage $38,000,000 in 321 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.planandact.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $118,380
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MI, OH

Financial Advisors at Plan & Act
Showing 1 - 2 of 2 top financial advisors.
1
Robert Schumann, financial advisor Buena Vista CO
Robert J. Schumann
CRD#: 2518448
Buena Vista, CO

Robert Schumann (CRD# 2518448) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has 1 year of experience in the finance industry.

2
Christopher Tanner, financial advisor Buena Vista CO
Christopher L. Tanner
CRD#: 6800859
Buena Vista, CO

Christopher Tanner (CRD# 6800859) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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