Planful Finance LLC
Planful Finance LLC (CRD# 322439) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $29,492,340 in 48 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management29MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$614,424
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX, WA
Financial Advisors at Planful Finance LLC
1
Scott Frey (CRD# 6019842) is an Investment Advisor Representative working at Planful Finance LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry.
2
David Case (CRD# 7854515) is an Investment Advisor Representative working at Planful Finance LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.
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