Treybourne Wealth Planners
Treybourne Wealth Planners (CRD# 122730) is a financial advisory firm headquartered in Greenwood, IN. They manage $208,347,758 in 251 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management208MILLION
Total Number of Accounts251ACCOUNTS
Average Account Value$830,071
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IN, TX
Stephanie Willison (CRD# 4619809) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 17 years of experience in the finance industry. Stephanie Willison 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.
Jessica Beaman (CRD# 6635624) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has 1 year of experience in the finance industry.