$139.99
How does the advisor help clients – Key Takeaways:
FAITHFUL FINANCIAL LLC provides comprehensive financial planning and investment management services to help clients achieve their financial goals. Led by a team of experienced and knowledgeable financial advisors, the firm offers personalized strategies to effectively manage clients’ wealth and guide them towards long-term financial success.
Facts and Insights:
Founded in 2005, FAITHFUL FINANCIAL LLC has been in business for over 15 years, serving individuals, families, and businesses. The firm has accumulated an impressive amount of assets under management, with over $500 million in assets being managed as of the latest reporting period. The number of financial advisors at FAITHFUL FINANCIAL LLC is also noteworthy, with a team of 10 dedicated professionals working to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
At FAITHFUL FINANCIAL LLC, clients have access to a wide range of financial services to address their unique needs and circumstances. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types:
FAITHFUL FINANCIAL LLC caters to a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners and executives
- Retirees
Fees & Compensation:
FAITHFUL FINANCIAL LLC charges clients a fee for their services, which is based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the more their clients’ assets grow, the more the firm earns.
The firm is also transparent in disclosing any potential compensation they may receive from third-party products or services recommended to clients.
Background:
The team at FAITHFUL FINANCIAL LLC is led by founder and CEO, John Smith. Mr. Smith has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®) practitioner. He and his team are dedicated to providing unbiased, personalized, and objective financial advice to help clients achieve their goals and secure their financial future.
Financial Advisor Disclosures to Know:
As a registered investment advisor, FAITHFUL FINANCIAL LLC is required to disclose any potential conflicts of interest or financial improprieties. Clients can view the firm’s Form ADV, which details this information, on the Securities and Exchange Commission (SEC) website or by requesting a copy directly from the firm.
The firm also has a fiduciary duty to act in the best interests of their clients, ensuring that their recommendations and actions are solely based on what is most beneficial for each individual client.