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About STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
Based in New York City, STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC is a leading financial planning and management firm that provides expert advice and services to clients looking to secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC assists clients in creating personalized financial plans that align with their goals and risk tolerance.
- Their team of financial experts offers comprehensive management and advisory services to help clients make informed and strategic financial decisions.
- The firm employs a client-centric approach, focusing on building strong relationships and providing ongoing support to help clients achieve their long-term financial objectives.
Facts and Insights
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC has been in business for over 15 years and currently manages assets worth $2 billion for a diverse client base. The firm’s team consists of highly qualified and experienced financial advisors who stay up-to-date on industry developments and market trends to provide clients with the best possible guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 15+ years |
Financial Services Offered
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
- College savings planning
- Debt management
- Financial education and counseling
Client Types
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC caters to a diverse clientele, including high net worth individuals, families, retired individuals, and small business owners. The firm also specializes in serving women and young professionals, helping them establish and achieve their unique financial goals.
Fees & Compensation
Fees for STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC’s services are structured as a percentage of assets under management, ranging from 0.5% to 1.5%. The firm may also charge hourly or fixed fees for financial planning and consulting services. The advisors at STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC do not receive commissions or incentives for recommending specific investments, ensuring unbiased and objective advice for clients.
Background
The founder and CEO of STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC, John Stanhouse, has over 25 years of experience in the financial industry. He holds multiple industry certifications and is a member of several professional organizations, including the Financial Planning Association and the Investment Management Consultants Association. Under his leadership, the firm has grown into a highly reputable and trusted financial advisor.
Financial Advisor Disclosures to Know
It is essential to keep in mind that STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC or its advisors may have conflicts of interest, such as receiving compensation from third-party providers recommended to clients. However, the firm strictly adheres to the fiduciary standard, requiring them to act in the best interests of their clients at all times.
In conclusion, STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC is a top-performing financial planning and management firm that provides personalized services to help clients achieve their financial goals. With their experienced team, comprehensive services, and client-centric approach, they offer a valuable resource for individuals and families looking to secure their financial future.