Master Plan Advisory, Inc.

Master Plan Advisory, Inc. (CRD# 124782) is a financial advisory firm headquartered in , . They manage $8,050,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.masterplanadvisory.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $423,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Master Plan Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter Palion, financial advisor East Norwich NY
Peter T. Palion
CRD#: 1740361
East Norwich, NY

Peter Palion (CRD# 1740361) is an Investment Advisor Representative working at Master Plan Advisory, Inc. in East Norwich, NY and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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