Flourish Financial Planning

Flourish Financial Planning (CRD# 295401) is a financial advisory firm headquartered in Grapevine, TX. They manage $21,322,138 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1701 W Northwest Hwy, Ste 100, Grapevine, TX 76051
https://www.facebook.com/christopher.wells.528
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $140,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Flourish Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy Andries, financial advisor Grapevine TX
Jeremy S. Andries
CRD#: 4872998
1701 W Northwest Hwy, Ste 100, Grapevine, TX 76051

Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 19 years of experience in the finance industry.

2
Christopher Wells, financial advisor Grapevine TX
Christopher R. Wells
CRD#: 6504119
1701 W Northwest Hwy, Ste 100, Grapevine, TX 76051

Christopher Wells (CRD# 6504119) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 8 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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