Porter Financial Planning

Porter Financial Planning (CRD# 150853) is a financial advisory firm headquartered in , . They manage $29,863,411 in 235 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.


Financial Advisors at Porter Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Mickey D. Porter
CRD#: 5109370
Ottawa Hills, OH

Mickey Porter (CRD# 5109370) is an Investment Advisor Representative working at Porter Financial Planning in Ottawa Hills, OH and has 1 year of experience in the finance industry. Mickey Porter 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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