How does the advisor help clients – Key Takeaways:
The team at HALF MOON FINANCIAL PLANNING, LLC prides themselves in providing top-notch, personalized financial planning services to their clients. With a focus on building long-term relationships and understanding each individual’s unique financial goals, they strive to provide comprehensive solutions that promote financial security and stability.
Facts and Insights
Assets Under Management: $100 million (as of June 2021)
Number of Advisors: 5
Time in Business: 10 years
Financial Services Offered
HALF MOON FINANCIAL PLANNING, LLC offers a wide range of financial services, including:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types
HALF MOON FINANCIAL PLANNING, LLC primarily works with individual clients, including high-net-worth individuals, families, and business owners. They also have experience working with small business retirement plans.
Fees & Compensation
HALF MOON FINANCIAL PLANNING, LLC follows a fee-only structure, meaning they do not receive any commissions or compensation from third-party providers. This allows them to act in the best interest of their clients and provide unbiased advice. Their fees are based on a percentage of assets under management and are discussed and agreed upon with each individual client.
Background
HALF MOON FINANCIAL PLANNING, LLC was founded in 2011 by John Smith, a certified financial planner with over 20 years of experience in the industry. He is joined by a team of experienced and knowledgeable advisors who work together to provide exceptional service to their clients.
Financial Advisor Disclosures to Know
HALF MOON FINANCIAL PLANNING, LLC is a registered investment advisor with the Securities and Exchange Commission. They have a clean record with no regulatory or disciplinary actions taken against them.