Shasta Financial Planning
Shasta Financial Planning (CRD# 133791) is a financial advisory firm headquartered in , . They manage $15,833,775 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Shasta Financial Planning
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$138,893
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Shasta Financial Planning
No Advisor Found.
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