Personal Economic Planning, LLC

Personal Economic Planning, LLC (CRD# 151333) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.


Financial Advisors at Personal Economic Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Jean-marie G. McIntosh
CRD#: 4725190
Watsonville, CA

Jean-marie McIntosh (CRD# 4725190) is an Investment Advisor Representative working at Personal Economic Planning, LLC in Watsonville, CA and has over 9 years of experience in the finance industry.

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