Rooted Planning LLC

Rooted Planning LLC (CRD# 323227) is a financial advisory firm headquartered in , . They manage $4,203,779 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.rootedplanning.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Rooted Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Whitaker, financial advisor Mooresville NC
David E. Whitaker
CRD#: 6488891
Mooresville, NC

David Whitaker (CRD# 6488891) is an Investment Advisor Representative working at Rooted Planning LLC in Mooresville, NC and has over 7 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals