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).
Total Assets Under Management53MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$210,738
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.