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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $154,677
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Shasta Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Joshua A. Ellis
CRD#: 4010312
130 A Street, #5e, Ashland, OR 97520
93
Wealthminder
score

Joshua Ellis (CRD# 4010312) is an Investment Advisor Representative working at Shasta Financial Planning in Ashland, OR and has over 16 years of experience in the finance industry.

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