Orr Financial Planning, LLC
Orr Financial Planning, LLC (CRD# 127814) is a financial advisory firm headquartered in Mclean, VA. They manage $28,570,699 in 29 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$985,197
- 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
- Educational seminars/workshops
DC, MD, VA
Everette Orr (CRD# 4579935) is an Investment Advisor Representative working at Orr Financial Planning, LLC in Mclean, VA and has 1 year of experience in the finance industry. Everette Orr 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.