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How does the advisor help clients – Key Takeaways:
PATUXENT FINANCIAL PLANNING, LLC is dedicated to providing expert financial planning services to help clients achieve their financial goals.
Their team of experienced professionals utilizes their knowledge and expertise to assist individuals, families, and businesses in making sound financial decisions.
By taking a personalized approach and offering comprehensive financial planning, the advisors at PATUXENT FINANCIAL PLANNING, LLC are able to help clients create and implement financial plans that align with their unique needs and objectives.
From retirement planning and investment management to tax planning and estate planning, PATUXENT FINANCIAL PLANNING, LLC provides a wide range of services to support their clients throughout every stage of their financial journey.
Facts and Insights:
Founded in 2005, PATUXENT FINANCIAL PLANNING, LLC has been serving clients for over 15 years.
The firm has over $50 million in assets under management, and is comprised of a team of 5 financial advisors.
PATUXENT FINANCIAL PLANNING, LLC is committed to staying up-to-date on the latest financial trends and strategies, and regularly attends conferences and workshops to expand their knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 5 |
Financial Services Offered:
– Retirement planning
– Investment management
– Tax planning
– Estate planning
– College savings planning
– Insurance planning
Client Types:
– Individuals
– Families
– Small businesses
– High net worth individuals
Fees & Compensation:
PATUXENT FINANCIAL PLANNING, LLC charges fees based on a percentage of assets under management. This fee structure ensures that the advisors’ interests are aligned with their clients’, as they only benefit when their clients’ portfolios perform well.
For other services, such as financial planning, the firm charges an hourly or fixed fee, depending on the complexity and scope of the work.
Background:
PATUXENT FINANCIAL PLANNING, LLC was founded by a team of financial experts with a passion for helping others achieve financial success. They have a combined experience of over 50 years in the financial industry and have a deep understanding of the complexities of the financial landscape.
Financial Advisor Disclosures to Know:
– The firm does not have any disciplinary actions or disclosures on record.
– The advisors at PATUXENT FINANCIAL PLANNING, LLC act as fiduciaries, meaning they are legally obligated to act in their clients’ best interests at all times.
– The firm may receive compensation from third-party providers for recommending certain financial products, but this does not impact their objectivity or the advice given to clients.