S & P Wealth Planning LLC

S & P Wealth Planning LLC (CRD# 129468) is a financial advisory firm headquartered in North Wales, PA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1364 Welsh Road, North Wales, PA 19454
http://www.staffpaulcpa.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at S & P Wealth Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Paulsworth, financial advisor North Wales PA
William J. Paulsworth
CRD#: 4735318
1364 Welsh Rd, North Wales, PA 19454

William Paulsworth (CRD# 4735318) is an Investment Advisor Representative working at S & P Wealth Planning LLC in North Wales, PA and has over 24 years of experience in the finance industry.

2
Thomas Stafford, financial advisor North Wales PA
Thomas M. Stafford
CRD#: 4735313
1364 Welsh Rd, North Wales, PA 19454

Thomas Stafford (CRD# 4735313) is an Investment Advisor Representative working at S & P Wealth Planning LLC in North Wales, PA and has 1 year 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.

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