Southeast Financial Planning And Consulting, Inc.

Southeast Financial Planning And Consulting, Inc. (CRD# 131587) is a financial advisory firm headquartered in Stuart, FL. They manage $12,247,866 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $128,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

FL

Financial Advisors at Southeast Financial Planning And Consulting, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christia L. Roberts
CRD#: 706344
969 South Federal Highway, Stuart, FL 33434
93
Wealthminder
score

Christia Roberts (CRD# 706344) is an Investment Advisor Representative working at Southeast Financial Planning And Consulting, Inc. in Stuart, FL and has over 32 years of experience in the finance industry.

2
Daniel P. Todzia
CRD#: 447606
969 South Federal Highway, Suite 200, Stuart, FL 34994
87
Wealthminder
score

Daniel Todzia (CRD# 447606) is an Investment Advisor Representative working at Southeast Financial Planning And Consulting, Inc. in Stuart, FL and has 1 year of experience in the finance industry.

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