The Financial Planning Company

The Financial Planning Company (CRD# 284440) is a financial advisory firm headquartered in , . They manage $4,015,660 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://linkedin.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $143,416
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at The Financial Planning Company
Showing 1 - 1 of 1 top financial advisors.
1
Brewster Smith, financial advisor Royal Oak MI
Brewster R. Smith
CRD#: 5684742
Royal Oak, MI

Brewster Smith (CRD# 5684742) is an Investment Advisor Representative working at The Financial Planning Company in Royal Oak, MI and has 1 year 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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