Financial Planning Consultants, LLC

Fee-Only (% of Portfolio)

Financial Planning Consultants, LLC (FPC) acts as a solicitor, connecting clients with independent registered investment advisors. FPC doesn't manage client accounts or provide ongoing advice after the initial referral. Clients work directly with the third-party advisor, who manages their investments. FPC receives a portion of the advisory fee from the third-party advisor.

Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3 Advisors at this firm