The Planning Cottage

The Planning Cottage (CRD# 172751) is a financial advisory firm headquartered in Flossmoor, IL. They manage $43,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $43,000
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
  • 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.

IL

Financial Advisors at The Planning Cottage
Showing 1 - 1 of 1 top financial advisors.
1
Dominique V. Bordelon-Bristol
CRD#: 4743996
Flossmoor, IL
90
Wealthminder
score

Dominique Bordelon-Bristol (CRD# 4743996) is an Investment Advisor Representative working at The Planning Cottage in Flossmoor, IL and has over 5 years of experience in the finance industry.

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