Southeastern Financial Planning, LLC

Southeastern Financial Planning, LLC (CRD# 178531) is a financial advisory firm headquartered in Mount Pleasant, SC. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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, SC

Financial Advisors at Southeastern Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ellison D. Pennewill
CRD#: 4032874
1481 Center Street Ext. 807, Mount Pleasant, SC 29464
93
Wealthminder
score

Ellison Pennewill (CRD# 4032874) is an Investment Advisor Representative working at Southeastern Financial Planning, LLC in Mount Pleasant, SC and has over 16 years of experience in the finance industry.

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