Plan Financial
Plan Financial (CRD# 44960) is a financial advisory firm headquartered in Fresno, CA. They manage $170,331,464 in 768 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management170MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$221,786
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
Joe Chin (CRD# 714462) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has 1 year of experience in the finance industry.
Isaac Halls (CRD# 5985502) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has over 12 years of experience in the finance industry.
John Hooper (CRD# 1573967) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has 1 year of experience in the finance industry.
Robert Rockwell (CRD# 4211663) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has over 23 years of experience in the finance industry.
John Werft (CRD# 1678158) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has over 30 years of experience in the finance industry.
Joel Hooper (CRD# 6680987) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has over 4 years of experience in the finance industry.