How does the advisor help clients – Key Takeaways:
The ARGENT FINANCIAL PLANNING GROUP LLC provides professional and expert financial planning services to its clients. Through its team of highly experienced and knowledgeable advisors, the company helps clients achieve their financial goals and create a secure financial future.
Facts and Insights
The ARGENT FINANCIAL PLANNING GROUP LLC was founded in 2001 and has been in business for over 20 years. It has a team of 50 advisors and manages over $1 billion in assets for its clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20+ years |
Financial Services Offered
The ARGENT FINANCIAL PLANNING GROUP LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
The ARGENT FINANCIAL PLANNING GROUP LLC works with a variety of clients, including:
- Individuals
- Families
- Small businesses
- Corporate executives
- High net worth individuals
Fees & Compensation
The ARGENT FINANCIAL PLANNING GROUP LLC operates on a fee-only basis, meaning its advisors are compensated solely through fees paid by clients. This ensures that the company’s advisors act in the best interest of their clients and do not receive commissions or other incentives for recommending specific products or services.
Background
The ARGENT FINANCIAL PLANNING GROUP LLC is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). This means that the company is held to a fiduciary standard, requiring its advisors to always act in the best interest of clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, the ARGENT FINANCIAL PLANNING GROUP LLC is required to disclose any potential conflicts of interest to its clients. These disclosures may include any affiliations with other companies or compensation arrangements that could potentially influence the advice given to clients.