Resilient Financial Planning, LLC

Resilient Financial Planning, LLC (CRD# 285061) is a financial advisory firm headquartered in Traverse City, MI. They manage $15,850,000 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
236 1/2 E Front St., Traverse City, MI 49684
https://www.youtube.com/c/theretirementplanningcoach
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $368,605
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Resilient Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Trent Grzegorczyk, financial advisor Traverse City MI
Trent L. Grzegorczyk
CRD#: 5925458
236 1/2 E Front St., Traverse City, MI 49684

Trent Grzegorczyk (CRD# 5925458) is an Investment Advisor Representative working at Resilient Financial Planning, LLC in Traverse City, MI and has over 10 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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