CNIV Financial Planning provides hourly, as-needed investment advice to individuals and clients referred by other advisors. CNIV Financial Planning offers fixed-fee financial reviews and hourly advice. CNIV Financial Planning believes in a passive investment philosophy and generally recommends low-fee market-tracking products such as index funds and ETFs. CNIV Financial Planning does not take discretion over the management of client portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Loading...