Planned Wealth Consultants
Planned Wealth Consultants (CRD# 113923) is a financial advisory firm headquartered in Torrance, CA. They manage $5,300,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$182,759
- 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
- Selection of other advisers (including private fund managers)
Joseph Gonzales (CRD# 2670718) is an Investment Advisor Representative working at Planned Wealth Consultants in Torrance, CA and has over 21 years of experience in the finance industry. Joseph Gonzales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barry Brown (CRD# 3037081) is an Investment Advisor Representative working at Planned Wealth Consultants in Torrance, CA and has over 18 years of experience in the finance industry.