Planning Within Reach, LLC

Planning Within Reach, LLC (CRD# 165383) is a financial advisory firm headquartered in San Diego, CA. They manage $3,874,900 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
550 West B Street, 4th Floor, San Diego, CA 92101
https://www.instagram.com/planningwithinreach/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $193,745
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Planning Within Reach, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Linda Rogers, financial advisor Coronado CA
Linda V. Rogers
CRD#: 5532846
Coronado, CA

Linda Rogers (CRD# 5532846) is an Investment Advisor Representative working at Planning Within Reach, LLC in Coronado, CA and has 1 year 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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