Uchechi Kalu is a CFP-designated registered investment advisor at Greenlight Financial Planning, LLC, based in Culver City, CA, with 3 years of industry experience. Uchechi 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 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Greenlight Financial Planning offers investment management services for an annual fee of no more than 2.0% of your portfolio. This fee is negotiable. Fees are billed quarterly. Greenlight also uses Altruist Model Marketplace, which charges a fee ranging from 0% to 1% of the portfolio's market value. Additionally, Greenlight uses Betterment Advisor Solutions, which charges a wrap fee from 0.12% to 0.20% of account balances.
Location
Culver City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greenlight Financial Planning, LLC
Previous Registrations
Ellevest
Abacus Wealth Partners
State Registrations1 state
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