Stanhouse Financial Planning And Management, LLC

Stanhouse Financial Planning And Management, LLC (CRD# 150494) is a financial advisory firm headquartered in Duluth, GA. They manage $3,930,845 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Stanhouse Financial Planning And Management, LLC
Showing 1 - 1 of 1 top financial advisors.
James B. Stanhouse
CRD#: 5672650
3235 Satellite Blvd., Bldg 400, Suite 300, Duluth, GA 30096

James Stanhouse (CRD# 5672650) is an Investment Advisor Representative working at Stanhouse Financial Planning And Management, LLC in Duluth, GA and has over 9 years of experience in the finance industry.

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