How does CHISHOLM FINANCIAL PLANNING & INVESTMENTS help clients – Key Takeaways:
CHISHOLM FINANCIAL PLANNING & INVESTMENTS is a trusted financial advisory firm that provides comprehensive financial planning and investment management services to its clients. Specializing in wealth management for individuals and families, the firm has a team of knowledgeable advisors who work closely with each client to create customized financial plans and help them achieve their financial goals. Through their dedicated approach and expertise, CHISHOLM FINANCIAL PLANNING & INVESTMENTS has become a leading choice for individuals seeking financial guidance.
Facts and Insights
Founded in 2008, CHISHOLM FINANCIAL PLANNING & INVESTMENTS has over a decade of experience in the financial industry. In that time, the firm has grown to manage over $500 million in assets under management, showcasing their ability to successfully guide clients towards financial success. With a team of 5 advisors, CHISHOLM FINANCIAL PLANNING & INVESTMENTS is able to provide each client with personalized attention and tailored financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (USD) | Number of Advisors | Time in Business (years) |
|---|---|---|
| $500 million | 5 | 13 |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- High net worth individuals
- Families
- Business owners
- Professionals
Fees & Compensation:
CHISHOLM FINANCIAL PLANNING & INVESTMENTS charges a percentage of assets under management as their main source of compensation. They also offer hourly financial planning services for clients who do not wish to have their assets managed by the firm.
Background:
The founder and lead advisor of CHISHOLM FINANCIAL PLANNING & INVESTMENTS, John Chisholm, has over 20 years of experience in the financial industry. He holds the Certified Financial Planner (CFP®) designation and is dedicated to providing clients with unbiased, ethical and personalized financial advice.
Financial Advisor Disclosures to Know:
CHISHOLM FINANCIAL PLANNING & INVESTMENTS has a clean record with no disciplinary disclosures reported on their Form ADV and investors can trust in their commitment to ethical and transparent practices.