Thalheimer Financial Planning
Thalheimer Financial Planning (CRD# 117610) is a financial advisory firm headquartered in Silver Spring, MD. They manage $22,113,828 in 85 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$260,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
Steven Thalheimer (CRD# 4488367) is an Investment Advisor Representative working at Thalheimer Financial Planning in Silver Spring, MD and has 1 year of experience in the finance industry. Steven Thalheimer 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.