Sycamore Financial Planning, LLC
Sycamore Financial Planning, LLC (CRD# 159212) is a financial advisory firm headquartered in Durham, NC. They manage $43,682,997 in 49 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management44MILLION
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Total Number of Accounts49ACCOUNTS
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Average Account Value$891,490
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
Charles Clifton (CRD# 5982197) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has worked in the personal finance industry since 2008. Charles Clifton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joshua Holland (CRD# 5113668) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has over 9 years of experience in the finance industry. Joshua Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.