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Wealth & Business Planning Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly
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Assets Under Management$3.1M
Clients22
Advisors1
Avg. per Client$140K
Avg. per Advisor$3.1M
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Location

1 Advisors at this firm

RR
CFP
Richard Reyes
Wealth & Business Planning Group, LLC | TrueAdvisor