Halcyon Financial Planning, LLC

Halcyon Financial Planning, LLC (CRD# 172422) is a financial advisory firm headquartered in West Linn, OR. They manage $5,000,000 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $86,207
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 - 1 of 1 top financial advisors.
1
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 6 years of experience in the finance industry.

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