Be advised. This firm is no longer registered.

Qualified Planning

Qualified Planning (CRD# 152546) is a financial advisory firm headquartered in San Diego, CA. They manage $35,677,342 in 445 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $80,174
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH, PA

Financial Advisors at Qualified Planning
No Advisor Found.
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