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Prism Wealth Planning LTD. DBA the People's Planner
Prism Wealth Planning LTD. DBA the People's Planner
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$0
Clients
N/A
Advisors
1
Avg. per Client
N/A
Avg. per Advisor
$0
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Location
1 Advisors at this firm
JR
Joaquin Rodgers
Prism Wealth Planning LTD. DBA the People's Planner | TrueAdvisor