Plan Partners LLC

Plan Partners LLC (CRD# 167647) is a financial advisory firm headquartered in , . They manage $45,000,000 in 44 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $1,022,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, OH, PA, TX

Financial Advisors at Plan Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan R. Broadbent
CRD#: 4649531
Beachwood, OH
93
Wealthminder
score

Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Beachwood, OH and has over 12 years of experience in the finance industry.

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