Assets Under Management
$407.2M
Number of Clients
790
Number of Advisors
7
Average Client AUM
$515K
AUM per Advisor
$58.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Obsidian Personal Planning Solutions, LLC offers discretionary and non-discretionary portfolio management services through a wrap-fee program. The firm manages assets held at Charles Schwab. Clients may limit discretionary authority by providing written restrictions.
2099 Gaither Road, Suite 110, Rockville, MD, 20850