Jlfranklin Wealth Planning

Jlfranklin Wealth Planning (CRD# 131690) is a financial advisory firm headquartered in Larkspur, CA. They manage $94,451,238 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $486,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
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.

CA, TX

Financial Advisors at Jlfranklin Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Tarren N. Schaar
CRD#: 6174073
900 Larkspur Landing Circle, Suite 265, Larkspur, CA 94939
90
Wealthminder
score

Tarren Schaar (CRD# 6174073) is an Investment Advisor Representative working at Jlfranklin Wealth Planning in Larkspur, CA and has 1 year of experience in the finance industry. Tarren Schaar 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.

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