How does C.B. BOND FINANCIAL PLANNING, INC. Help Clients – Key Takeaways:
C.B. BOND FINANCIAL PLANNING, INC. is a leading financial planning firm that provides expert advice and assistance to individuals, families, and businesses. With a strong track record of success and a team of experienced advisors, the firm is dedicated to helping clients achieve their financial goals.
Facts and Insights
C.B. BOND FINANCIAL PLANNING, INC. was founded in 2005 and has been serving clients for over 15 years. The firm currently manages over $500 million in assets and has a team of 15 highly qualified financial advisors. With a deep understanding of the market and economy, the firm is able to provide valuable insights and strategies to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 15 years |
Financial Services Offered
C.B. BOND FINANCIAL PLANNING, INC. offers a wide range of financial services to meet the unique needs of their clients. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive strategy.
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. They have experience working with clients from all backgrounds and understand the specific needs and goals of each client. C.B. BOND FINANCIAL PLANNING, INC. strives to build long-term relationships with clients, helping them to navigate through various stages of their financial journey.
Fees & Compensation
C.B. BOND FINANCIAL PLANNING, INC. is a fee-only firm, meaning that they do not receive commissions or compensation from third parties for recommending specific products or investments. This ensures that their recommendations are always in the best interest of the client. The firm charges a percentage of assets under management as their fee, providing transparency and alignment of interests with their clients.
Background
C.B. BOND FINANCIAL PLANNING, INC. was founded by CEO and financial expert, C.B. Bond, who has over 20 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and is held to high fiduciary standards, meaning that they are legally obligated to act in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, C.B. BOND FINANCIAL PLANNING, INC. is required to disclose any potential conflicts of interest or disciplinary actions that may affect their ability to provide unbiased and objective advice. Clients can access this information through the firm’s Form ADV, which is publicly available on the SEC website.