Pomeroy Financial Planning, LLC

Pomeroy Financial Planning, LLC (CRD# 120409) is a financial advisory firm headquartered in Cincinnati, OH. They manage $44,057,774 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $341,533
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
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.

OH

Financial Advisors at Pomeroy Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan E. Pack
CRD#: 4553482
2114 Madison Rd #200, Cincinnati, OH 45208
90
Wealthminder
score

Susan Pack (CRD# 4553482) is an Investment Advisor Representative working at Pomeroy Financial Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Susan Pack 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.

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