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 $12,284,399 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Southeast Financial Planning And Consulting, Inc.
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts78ACCOUNTS
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Average Account Value$157,492
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Southeast Financial Planning And Consulting, Inc.
No Advisor Found.
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