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How does the advisor help clients – Key Takeaways:
PROPEL FINANCIAL ADVISORS, LLC is dedicated to helping clients achieve their financial goals through personalized advice and comprehensive planning strategies. As a registered investment advisor, they provide unbiased and objective guidance to their clients.
Facts and Insights
Founded in 2005, PROPEL FINANCIAL ADVISORS, LLC has been serving clients for over 15 years. Their team consists of experienced and knowledgeable advisors who have a deep understanding of the financial industry.
Their focus is on creating a long-term relationship with their clients, understanding their unique financial needs, and providing customized solutions to help them reach their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Cash flow analysis
Client Types
PROPEL FINANCIAL ADVISORS, LLC works with a diverse range of clients including individuals, families, and small business owners. They also provide services for institutional clients, such as pension plans and endowments.
Fees & Compensation
PROPEL FINANCIAL ADVISORS, LLC is a fee-only advisor, which means they do not earn commissions from the sale of financial products. Instead, they charge a percentage-based fee on the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients’ and they are focused on helping them achieve their financial goals.
Background
PROPEL FINANCIAL ADVISORS, LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The company’s mission is to provide independent and objective financial advice to clients, without any conflicts of interest.
Financial Advisor Disclosures to Know
As a registered investment advisor, PROPEL FINANCIAL ADVISORS, LLC is held to a fiduciary standard and is legally obligated to act in their clients’ best interests. They have no history of disciplinary actions or regulatory sanctions and strive to maintain transparency and honesty in all their client relationships.