Jennifer Traynor is a registered investment advisor at Inland Financial Planning, based in Spokane, WA, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 70 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees may be negotiated, lowered, or waived for family, friends, existing relationships, or based upon the complexity level of the client situation. Some clients may be on a flat or different fee schedule.
Fee Estimator
Location
319 W Hastings Rd, Ste A107, Spokane, WA, 99218
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Inland Financial Planning
State Registrations2 states
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