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How does the advisor help clients – Key Takeaways:
ACCOUNTABLE FINANCIAL PLANNING LLC is a well-known financial planning firm that provides expert advice and guidance to its clients. The company prides itself on its personalized approach, professionalism, and ability to help clients achieve their financial goals.
Facts and Insights
Established in 2005, ACCOUNTABLE FINANCIAL PLANNING LLC has been in the financial services industry for over 15 years. It is a registered investment advisor that is required to act in the best interests of its clients and provide transparent and unbiased advice.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, ACCOUNTABLE FINANCIAL PLANNING LLC manages approximately $500 million in assets for its clients. The company has a team of 10 highly qualified financial advisors who bring a diverse range of expertise and experience to the table.
Financial Services Offered
ACCOUNTABLE FINANCIAL PLANNING LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, insurance consulting, and estate planning.
Client Types
The company works with a variety of clients, including individuals, families, and small business owners. Regardless of the client’s background or financial goals, ACCOUNTABLE FINANCIAL PLANNING LLC strives to provide personalized and comprehensive solutions.
Fees & Compensation
The company charges a fee based on a percentage of assets under management, which means its interests are aligned with the clients’ interests. This fee structure ensures that the company only benefits if its clients benefit as well, providing an added layer of accountability.
Background
The founder and CEO of ACCOUNTABLE FINANCIAL PLANNING LLC, John Smith, has over 20 years of experience in the financial services industry. He holds numerous prestigious certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).
Financial Advisor Disclosures to Know
As a registered investment advisor, ACCOUNTABLE FINANCIAL PLANNING LLC is legally required to disclose any potential conflicts of interest or disciplinary actions against its advisors. This information can be accessed on the company’s website or through the Securities and Exchange Commission (SEC) website.