Just Plans, Etc

Just Plans, Etc (CRD# 110288) is a financial advisory firm headquartered in Lafayette, CA. They manage $49,963,455 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $693,937
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
  • Selection of other advisers (including private fund managers)
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 Just Plans, Etc
Showing 1 - 1 of 1 top financial advisors.
1
James P. Ellman
CRD#: 1059906
1399 Ygnacio Valley Rd, #24, Walnut Creek, CA 94598
90
Wealthminder
score

James Ellman (CRD# 1059906) is an Investment Advisor Representative working at Just Plans, Etc in Walnut Creek, CA and has 1 year of experience in the finance industry.

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