Halcyon Financial Planning, LLC

Halcyon Financial Planning, LLC (CRD# 172422) is a financial advisory firm headquartered in West Linn, OR. They manage $52,684,553 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $210,738
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
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.

OR, TX

Financial Advisors at Halcyon Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Russell D. Francis
CRD#: 2013005
Portland, OR
96
Wealthminder
score

Russell Francis (CRD# 2013005) is an Investment Advisor Representative working at Halcyon Financial Planning, LLC in Portland, OR and has over 27 years of experience in the finance industry. Russell Francis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William B. Kaplan
CRD#: 4364638
Happy Valley, OR
93
Wealthminder
score

William Kaplan (CRD# 4364638) is an Investment Advisor Representative working at Halcyon Financial Planning, LLC in Happy Valley, OR and has over 7 years of experience in the finance industry.

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