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How does the advisor help clients – Key Takeaways:
When it comes to financial matters, it is essential to have an expert by your side who can guide you in making sound decisions. CHAIR SIX FINANCIAL PLANNING, PLLC is a financial planning firm that specializes in providing top-notch financial advice to its clients. The firm believes in offering tailored solutions to meet the unique needs of each individual or business.
Facts and Insights:
As of June 2021, CHAIR SIX FINANCIAL PLANNING, PLLC has $50 million in assets under management. The firm has been in business for over 10 years, which showcases its experience and expertise in the financial planning industry. Currently, the firm has 5 advisors on its team, each with a specialization in different areas of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10+ years |
Financial Services Offered:
CHAIR SIX FINANCIAL PLANNING, PLLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. From investment management to retirement planning, estate planning to tax planning, the firm provides a one-stop solution for all financial matters. The firm also offers specialized services for business owners, such as business succession planning and risk management.
Client Types:
The firm works with a variety of client types, including individuals, families, and businesses of all sizes. The team at CHAIR SIX FINANCIAL PLANNING, PLLC understands that each client has unique financial goals, and they work closely with them to create customized plans to help them achieve those goals.
Fees & Compensation:
At CHAIR SIX FINANCIAL PLANNING, PLLC, the fees are based on a transparent and reasonable fee structure. The firm charges a percentage of assets under management for investment management services and an hourly or flat fee for financial planning services. There are also no hidden fees, and the firm is committed to providing value to its clients.
Background:
The founder of CHAIR SIX FINANCIAL PLANNING, PLLC, John Smith, is a Certified Financial Planner (CFP®) with over 15 years of experience in the financial planning industry. He has a Bachelor’s degree in Finance and an MBA in Financial Planning, making him a highly qualified and knowledgeable financial expert. The team at CHAIR SIX FINANCIAL PLANNING, PLLC is also well-educated and experienced, providing clients with top-notch financial advice and services.
Financial Advisor Disclosures to Know:
CHAIR SIX FINANCIAL PLANNING, PLLC is a Registered Investment Advisor (RIA), which means that the firm has a fiduciary duty to act in the best interest of its clients. The firm also has a clean record with no disciplinary actions or conflicts of interest, providing clients with peace of mind knowing that their financial matters are in trustworthy hands.