Shasta Financial Planning
Shasta Financial Planning (CRD# 133791) is a financial advisory firm headquartered in , . They manage $23,974,862 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$154,677
- 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 17 years of experience in the finance industry.