Facts and Insights
BOGAN ASSOCIATES, LLC is a reputable financial advisory firm that provides a wide range of financial services to its clients. With years of experience and a team of highly trained and knowledgeable advisors, the firm has become a trusted source for financial expertise and guidance.
How does the advisor help clients – Key Takeaways:
BOGAN ASSOCIATES, LLC takes a personalized approach to help clients achieve their financial goals. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also specialize in creating customized financial plans that cater to each client’s unique needs and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $50 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 10 years |
Financial Services Offered
The team at BOGAN ASSOCIATES, LLC is dedicated to helping clients achieve financial success through a variety of services. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- College Savings Planning
- Insurance Planning
- Wealth Management
Client Types
BOGAN ASSOCIATES, LLC works with a diverse range of clients, including individuals, families, and small business owners. They also offer specialized services for high net worth individuals and corporate executives.
Fees & Compensation
BOGAN ASSOCIATES, LLC operates on a fee-only basis, which means they do not receive any commissions or sell any financial products. They are committed to providing unbiased and objective advice to their clients. The firm’s fees are based on a percentage of assets under management, and they do not charge additional fees for financial planning or advice.
Background
Founded in 2010, BOGAN ASSOCIATES, LLC has quickly become a respected name in the financial advisory industry. The team is led by John Bogan, a Certified Financial Planner (CFP) with over 20 years of financial planning experience. The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), which holds its members to the highest ethical and professional standards.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOGAN ASSOCIATES, LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients at all times. They have no conflicts of interest and fully disclose any potential conflicts to their clients. The firm also has a clean record with no disciplinary actions or regulatory sanctions.