Kendall Seifert
Kendall Seifert is a registered investment advisor at Blom & Howell Financial Planning, INC., based in Modesto, CA, with 2 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 423 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blom & Howell Financial Planning offers comprehensive wealth management services for a fee based on the value of your portfolio. The maximum fee is 1% per year, charged monthly. This service is offered through a bundled fee program. Please refer to Blom & Howell's Wrap Fee Brochure for more information.
Location
3340 Tully Rd., Ste. B4, Modesto, CA, 95350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blom & Howell Financial Planning, INC.
State Registrations1 state
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