Assets Under Management
$7.3M
Number of Clients
19
Number of Advisors
1
Average Client AUM
$387K
AUM per Advisor
$7.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Silver Strand Financial Planning, LLC provides continuous advice to clients regarding investment of funds and financial planning. Services include wealth management, investment management, and financial planning covering cash flow, college savings, estate planning, insurance, retirement, and tax planning. They also offer employer plan guidance and a discoverer package.
MI, United States