Pearl Financial Planning, LLC

Pearl Financial Planning, LLC (CRD# 285129) is a financial advisory firm headquartered in , . They manage $11,354,116 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.pearlfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $206,438
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.

OR, TX

Financial Advisors at Pearl Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gretchen Behnke, financial advisor Portland OR
Gretchen E. Behnke
CRD#: 6702148
Portland, OR

Gretchen Behnke (CRD# 6702148) is an Investment Advisor Representative working at Pearl Financial Planning, LLC in Portland, OR and has over 7 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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