Be advised. This firm is no longer registered.

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
969 S. Federal Highway, Suite 200, Stuart, FL 34994
http://www.southeastfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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