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How does the advisor help clients – Key Takeaways:
REMEDIOS FINANCIAL PLANNING is a leading financial advisory firm that provides expert financial advice and services to clients. Their team of experienced financial advisors assists clients in achieving their financial goals and securing their financial future.
Facts and Insights
REMEDIOS FINANCIAL PLANNING has been in business for over 10 years and has managed over $500 million in assets. They have a team of 15 highly qualified and experienced financial advisors who are dedicated to helping their clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 15 |
Financial Services Offered
REMEDIOS FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
REMEDIOS FINANCIAL PLANNING caters to a diverse group of clients, including:
- Individuals
- High-net-worth Individuals
- Small Business Owners
- Retirees
- Young Professionals
Fees & Compensation
REMEDIOS FINANCIAL PLANNING follows a fee-only compensation model, which means they do not receive any commissions or incentives for recommending specific products or services. This ensures that their advice is completely unbiased and in the best interest of their clients.
The firm charges a percentage of the assets under management as their fee, which is typically around 1%. They also offer hourly or project-based fees for specific financial services.
Background
The founder of REMEDIOS FINANCIAL PLANNING, John Remedios, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), making him a trusted and knowledgeable financial expert.
Financial Advisor Disclosures to Know
REMEDIOS FINANCIAL PLANNING believes in complete transparency and adheres to all legal and ethical standards in the financial industry. They have a clean disciplinary record and no disclosures to report.