Lighthouse Financial Planning, LLC

Assets Under Management

$22.0M

Number of Clients

16

Number of Advisors

1

Average Client AUM

$1.4M

AUM per Advisor

$22.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Lighthouse Financial Planning provides objective financial planning/consulting and investment management services. Services include bundled/unbundled financial planning, hourly services, ongoing financial planning, and investment management. LFP does not provide ongoing and continuous supervisory service.

Fee Structure

Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
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Location

MD, United States

1 Advisors at this firm