Joel Everett
Joel Everett is a CFP, ChFC-designated registered investment advisor at Financial Planning Consultants, based in San Diego, CA, with 10 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning Consultants offers an annual client review service for a fee ranging from $250 to $10,000, depending on the complexity of the review.
Financial Planning Consultants charges an hourly fee ranging from $50 to $500 per hour or a fixed fee ranging from $100 to $10,000 for financial planning and consulting services, based on the complexity and variety of services provided.
Location
1450 Frazee Rd Ste 308, San Diego, CA, 92108
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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 →Other Business ActivitiesSells Insurance
Joel operates Financial Planning Consultants as a DBA for his LPL business and as a Registered Investment Advisor, dedicating full-time hours to these activities. He also works as an insurance agent for Gillett Financial and Insurance Services and Cavalier Associates, selling life, disability, and long-term care insurance, spending a few hours per week on these insurance activities.
Employment History
Current Registrations
Financial Planning Consultants
LPL Financial LLC
LPL Financial LLCBroker
State Registrations18 states
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