Jlfranklin Wealth Planning
Jlfranklin Wealth Planning (CRD# 131690) is a financial advisory firm headquartered in Larkspur, CA. They manage $115,117,471 in 203 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts203ACCOUNTS
Average Account Value$567,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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.