Symphony Financial Planning LLC

Symphony Financial Planning LLC (CRD# 137885) is a financial advisory firm headquartered in Davis, CA. They manage $77,997,752 in 348 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $224,131
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
  • Pension consulting services
  • 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.

CA, OR, TX

Financial Advisors at Symphony Financial Planning LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul A. Meyerhoff
CRD#: 2797997
416 F Street, Davis, CA 95616
96
Wealthminder
score

Paul Meyerhoff (CRD# 2797997) is an Investment Advisor Representative working at Symphony Financial Planning LLC in Davis, CA and has over 20 years of experience in the finance industry. Paul Meyerhoff 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.

2
Susan K. Soesbe
CRD#: 5014944
416 F Street, Davis, CA 95616
96
Wealthminder
score

Susan Soesbe (CRD# 5014944) is an Investment Advisor Representative working at Symphony Financial Planning LLC in Davis, CA and has over 9 years of experience in the finance industry. Susan Soesbe 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.

3
Taylor A. Rios
CRD#: 6314770
416 F Street, Davis, CA 95616
92
Wealthminder
score

Taylor Rios (CRD# 6314770) is an Investment Advisor Representative working at Symphony Financial Planning LLC in Davis, CA and has over 2 years of experience in the finance industry. Taylor Rios 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.

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