Patuxent Financial Planning, LLC

Patuxent Financial Planning, LLC (CRD# 121805) is a financial advisory firm headquartered in , . They manage $28,664,638 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $409,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, MD

Financial Advisors at Patuxent Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John W. Ruark
CRD#: 4568395
9909 Ne 4th Avenue Road, Miami Shores, FL 33138
90
Wealthminder
score

John Ruark (CRD# 4568395) is an Investment Advisor Representative working at Patuxent Financial Planning, LLC in Miami Shores, FL and has 1 year of experience in the finance industry. John Ruark 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.

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