Precision Planning,inc.

Precision Planning,inc. (CRD# 124292) is a financial advisory firm headquartered in Centereach, NY. They manage $25,589,465 in 196 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $130,558
Compensation Options
  • 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.

FL, NY

Financial Advisors at Precision Planning,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frank P. Caruso
CRD#: 1302619
3771 Nesconset Highway, Suite 102b, Centereach, NY 11720
76
Wealthminder
score

Frank Caruso (CRD# 1302619) is an Investment Advisor Representative working at Precision Planning,inc. in Centereach, NY and has over 32 years of experience in the finance industry. Frank Caruso 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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