Team Financial Planning,inc.

Team Financial Planning,inc. (CRD# 118576) is a financial advisory firm headquartered in Rockville, MD. They manage $26,626,966 in 63 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $422,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

DC, MD, TX, VA

Financial Advisors at Team Financial Planning,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven C. Weisman
CRD#: 4490506
2400 Research Blvd, Suite 230, Rockville, MD 20850
87
Wealthminder
score

Steven Weisman (CRD# 4490506) is an Investment Advisor Representative working at Team Financial Planning,inc. in Rockville, MD and has 1 year of experience in the finance industry.

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