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How does the advisor help clients – Key Takeaways:
DISERA FINANCIAL PLANNING is a leading financial planning company that helps clients manage their wealth, investments, and financial goals. Their team of experts provide personalized and comprehensive financial planning services, tailored to the specific needs of each client.
Facts and Insights
DISERA FINANCIAL PLANNING has been in business for over 15 years, and has earned a solid reputation for delivering exceptional financial advice and personalized strategies to their clients. With a team of experienced and knowledgeable advisors, they are committed to helping individuals, families, and businesses achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $2 billion | 25 |
| 2015 | $5 billion | 50 |
Financial Services Offered
DISERA FINANCIAL PLANNING offers a comprehensive range of financial services, including but not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Business planning
Client Types
DISERA FINANCIAL PLANNING serves a diverse range of clients, including high-net-worth individuals, business owners, families, and young professionals. They understand that each client has unique financial goals, and they are committed to providing customized solutions to help them achieve their objectives.
Fees & Compensation
DISERA FINANCIAL PLANNING is a fee-only financial planning firm, which means they do not receive commissions or any other type of compensation based on the sale of financial products. Their fees are based on a percentage of the assets under management, ensuring that their goals are aligned with those of their clients.
Background
The team at DISERA FINANCIAL PLANNING has a wealth of experience and expertise in the financial industry. They are dedicated to continuously improving their knowledge and staying up-to-date with industry trends and changes. This allows them to provide the best possible advice and recommendations to their clients, helping them make informed decisions about their financial future.
Financial Advisor Disclosures to Know
DISERA FINANCIAL PLANNING believes in transparency and accountability, which is why they adhere to strict disclosure policies. They are registered with the Securities and Exchange Commission (SEC) and are held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests.