Watchdog Planning LLC
Watchdog Planning LLC (CRD# 289978) is a financial advisory firm headquartered in , . They manage $3,983,388 in 8 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Watchdog Planning LLC
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$497,924
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Watchdog Planning LLC
1
Nancy Nawn (CRD# 2352579) is an Investment Advisor Representative working at Watchdog Planning LLC in Havertown, PA and has over 17 years of experience in the finance industry. Nancy Nawn 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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