Carmetta Joyner is a CFP-designated registered investment advisor at Joyner Financial Planning LLC, based in San Francisco, CA, with 4 years of industry experience. Carmetta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 7 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Joyner Financial Planning offers ongoing financial planning for a recurring fixed fee, paid quarterly in advance, ranging from $1,000 to $5,000 annually. The fee depends on the client's needs, complexity, time, research, and resources required.
Joyner Financial Planning offers project-based financial planning for an hourly rate of $150. Fees are negotiable.
Contact
Carmetta Joyner
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Joyner Financial Planning LLC
Previous Registrations
North Berkeley Wealth Management, LLC
State Registrations1 state
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