Leupold Financial Planning Associates, Inc.
Leupold Financial Planning Associates, Inc. (CRD# 124329) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $1,099,875 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$549,938
- 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
- Selection of other advisers (including private fund managers)
George Leupold (CRD# 307544) is an Investment Advisor Representative working at Leupold Financial Planning Associates, Inc. in Cherry Hill, NJ and has over 31 years of experience in the finance industry. George Leupold 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.