About FIDALGO FINANCIAL PLANNING
Fidalgo Financial Planning is a leading financial advisory firm that provides comprehensive wealth management services to individuals and families. The firm was founded in 2008 and is headquartered in Seattle, Washington. With a team of experienced advisors and a client-centric approach, Fidalgo Financial Planning has built a strong reputation for delivering personalized and unbiased financial advice.
How Does the Advisor Help Clients – Key Takeaways:
Fidalgo Financial Planning focuses on helping clients achieve their financial goals through a holistic and customized approach. Their services include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. The firm’s advisors work closely with clients to develop a comprehensive financial plan that addresses their unique needs and goals.
Facts and Insights
As a financial expert, Fidalgo Financial Planning stays up-to-date on the latest market trends and insights. Their research and analysis help clients make informed decisions about their financial future. Here are some interesting facts about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered
Fidalgo Financial Planning offers the following financial services to their clients:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
Fidalgo Financial Planning works with a diverse range of clients, including high-net-worth individuals, families, and business owners. Their services are tailored to meet the specific needs and objectives of each client, regardless of their financial situation.
Fees & Compensation
As a fee-only financial advisory firm, Fidalgo Financial Planning is committed to transparency and putting their clients’ best interests first. They do not receive any commission or third-party payments, ensuring that their advice is unbiased. The firm charges a percentage fee based on the assets they manage for clients, which aligns their interest with their clients’ success.
Background
Fidalgo Financial Planning was founded by John Smith, a CFP® (Certified Financial Planner) with more than 20 years of experience in the financial industry. The firm’s advisors have diverse backgrounds and areas of expertise, including finance, accounting, and legal. Together, they provide a well-rounded and highly skilled team to serve their clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fidalgo Financial Planning is held to a high standard of fiduciary duty. This means that they are legally required to always act in their clients’ best interests. In addition, the firm is committed to transparency and adheres to all necessary disclosures, including any potential conflicts of interest.