Shasta Financial Planning
Shasta Financial Planning (CRD# 133791) is a financial advisory firm headquartered in , . They manage $16,035,377 in 138 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$116,198
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Ellis (CRD# 4010312) is an Investment Advisor Representative working at Shasta Financial Planning in Ashland, OR and has over 18 years of experience in the finance industry.