Giffin Planning Services refers clients to other investment advisors to manage their money. Giffin Planning Services also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Giffin Planning Services tailors its services to each client's needs and may use model portfolios.
Assets Under ManagementN/A
Clients23
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Giffin Planning Services does not directly manage investments. Instead, Giffin Planning Services refers clients to other investment advisors and receives a portion of the fees those advisors charge. Total fees to the client will not exceed 3% of the assets managed. Giffin Planning Services may direct clients to SEI or Lockwood.
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