Finlayson Financial Planning, Inc.

Finlayson Financial Planning, Inc. (CRD# 165631) is a financial advisory firm headquartered in , . They manage $715,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $119,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

NE, TX

Financial Advisors at Finlayson Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert R. Elliot
CRD#: 3035129
60 E. Hart St., Suite B, Buffalo, WY 82834
96
Wealthminder
score

Robert Elliot (CRD# 3035129) is an Investment Advisor Representative working at Finlayson Financial Planning, Inc. in Buffalo, WY and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.