Stinson Financial Planning

Stinson Financial Planning (CRD# 121272) is a financial advisory firm headquartered in , . They manage $20,900,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,306,250
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Stinson Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Robert Stinson, financial advisor Nashville TN
Robert K. Stinson
CRD#: 1493199
Nashville, TN

Robert Stinson (CRD# 1493199) is an Investment Advisor Representative working at Stinson Financial Planning in Nashville, TN and has over 26 years of experience in the finance industry.

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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