Sequoyah Planning
Sequoyah Planning (CRD# 145654) is a financial advisory firm headquartered in Jasper, GA. They manage $14,920,413 in 163 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sequoyah Planning
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$91,536
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Sequoyah Planning
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.