Plan Ahead Advisors

Plan Ahead Advisors (CRD# 168685) is a financial advisory firm headquartered in , . They manage $8,158,162 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

http://www.planaheadadvisors.com

By the Numbers

Total Assets Under Management

8

MILLION
Total Number of Accounts

14

ACCOUNTS
Average Account Value

$582,726

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Plan Ahead Advisors

Showing 1 - 2 of 2 top financial advisors.

Dennis S. Gelfand

CRD#: 6239800

2101 Vista Parkway, Suite 132, West Palm Beach, FL 33411

Dennis Gelfand (CRD# 6239800) is an Investment Advisor Representative working at Plan Ahead Advisors in West Palm Beach, FL and has 1 year of experience in the finance industry.

John R. Hough

CRD#: 3111997

West Palm Beach, FL

John Hough (CRD# 3111997) is an Investment Advisor Representative working at Plan Ahead Advisors in West Palm Beach, FL and has over 25 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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