How does the advisor help clients – Key Takeaways:
- PRISM FINANCIAL PLANNING, LLC offers a variety of financial services to help clients meet their financial goals.
- The firm has been in business for over 10 years and has a team of experienced financial advisors who can provide expert guidance.
- PRISM FINANCIAL PLANNING, LLC has a transparent fee structure and works with a wide range of client types.
- With access to a vast network of resources, the firm is able to offer comprehensive financial planning services.
Facts and Insights:
PRISM FINANCIAL PLANNING, LLC is a trusted financial planning firm that has been helping clients achieve their financial goals for over 10 years. The firm prides itself on providing personalized and comprehensive financial planning services to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $100 million+ |
|---|---|
| Number of Advisors | 5+ |
| Time in Business | 10+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types:
- Individuals and families
- High net worth individuals
- Businesses and business owners
- Retirees
- Young professionals
Fees & Compensation:
PRISM FINANCIAL PLANNING, LLC has a transparent fee structure and typically charges a percentage of AUM for its investment management services. The firm also offers hourly and flat fee options for financial planning services. Clients can expect to pay between 1% to 2% of AUM for investment management services and $150-$300 per hour for financial planning services. The firm does not receive any commissions or third-party payments, ensuring that its recommendations are always in the best interest of the client.
Background:
The team at PRISM FINANCIAL PLANNING, LLC has a combined experience of over 20 years in the financial services industry. They are dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. The firm stays up to date with the latest industry trends and constantly strives to enhance its services to better serve its clients.
Financial Advisor Disclosures to Know:
PRISM FINANCIAL PLANNING, LLC is a fiduciary firm, which means it is legally and ethically obligated to always act in the best interest of its clients. The firm has no disclosures or disciplinary actions on its record. The advisors at PRISM FINANCIAL PLANNING, LLC do not have any conflicts of interest and always prioritize their clients’ financial well-being.