Donald Webb is a registered investment advisor at Webb Financial Planning LLC, based in Haddon Heights, NJ, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 75 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Webb Financial Planning offers fixed fees for investment advisory services, typically ranging from $2,500 to $10,000 per year, billed quarterly. Hourly fees of $250 per hour are available for special situations. Fees are negotiable based on the client's situation.
Location
400 White Horse Pike, Suite 200, Haddon Heights, NJ, 08035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Webb Financial Planning LLC
State Registrations2 states
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