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).
Total Assets Under Management5MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$86,207
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.