How does the advisor help clients – Key Takeaways:
At Planning Associates Wealth Management, LLC, the expert financial advisors provide customized wealth management solutions for individuals, families, and businesses. With their extensive knowledge and experience in the financial industry, the team at Planning Associates Wealth Management, LLC helps clients achieve their financial goals and secure their financial future.
Facts and Insights
With over 20 years of experience, Planning Associates Wealth Management, LLC has established itself as a trusted and reputable financial advisory firm. The team of advisors at the firm combines their expertise with the latest industry insights to provide clients with a comprehensive and personalized approach to wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Planning Associates Wealth Management, LLC offers a wide range of financial services to help clients manage their wealth effectively. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
Planning Associates Wealth Management, LLC caters to a diverse range of clients, including individuals, families, and small businesses. The firm is committed to understanding the unique needs and goals of each client and tailoring their services accordingly.
Fees & Compensation
As a fee-only advisory firm, Planning Associates Wealth Management, LLC charges a percentage of assets under management as their fee. This ensures that the advisors’ interests are aligned with their clients’ and there are no conflicts of interest. The firm also provides transparent and easy-to-understand fee structures for all their services.
Background
The team at Planning Associates Wealth Management, LLC consists of highly qualified and experienced financial advisors who hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This ensures that clients receive expert and professional advice for their financial needs.
Financial Advisor Disclosures to Know
Planning Associates Wealth Management, LLC values transparency and maintains clear communication with their clients. As such, the firm discloses any potential conflicts of interest, fees, and compensation arrangements to their clients before providing any services. Additionally, the firm has a fiduciary duty to act in the best interests of their clients at all times.