Goldstrand Planning Group
Goldstrand Planning Group (CRD# 115906) is a financial advisory firm headquartered in Stockton, CA. They manage $23,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts40ACCOUNTS
-
Average Account Value$575,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
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.
CA
Financial Advisors at Goldstrand Planning Group
No Advisor Found.
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