Danelle Jenetayeva is a CFP-designated registered investment advisor at Pi Wealth Plan LLC, based in San Jose, CA, with 10 years of industry experience. Danelle 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, and 1 more. Their firm serves 5 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PI WEALTH PLAN LLC's ongoing advisory services include investment planning. The firm does not specify AUM-based fees, but charges a flat annual fee for ongoing advisory services. Investment planning is part of this service.
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pi Wealth Plan LLC
Previous Registrations
Yellowbrickroad Financial Advisors, LLC
Blue Pine Financial, LLC
State Registrations2 states
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