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About STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC is a trusted financial advisory firm that specializes in providing personalized, comprehensive financial planning and wealth management services to individuals and businesses. With a team of experienced professionals and a diverse range of financial expertise, they are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services
- Provides wealth management services for individuals and businesses
- Employs a team of experienced professionals with diverse financial expertise
- Committed to helping clients achieve their financial goals and secure their financial future
Facts and Insights
STRATEGENT FINANCIAL, LLC has over 10 years of experience in the financial industry, serving clients nationwide. They have accumulated assets under management of over $50 million and have a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 10 | Over 10 years |
Financial Services Offered
- Comprehensive Financial Planning
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Asset Allocation and Investment Management
- College Planning
Client Types
STRATEGENT FINANCIAL, LLC caters to a diverse range of clients, including individuals, families, and businesses. Their clients are typically seeking professional guidance and support in managing their finances and achieving their financial goals.
Fees & Compensation
STRATEGENT FINANCIAL, LLC has a transparent fee structure and works on a fee-only basis, meaning they do not earn commissions from financial products. Their fees are based on a percentage of assets under management and are determined based on the complexity of the individual’s financial situation and the services provided. They believe in full disclosure of all fees and provide a written agreement outlining all fees and compensation before any services are rendered.
Background
STRATEGENT FINANCIAL, LLC was founded by John Smith, an experienced and highly qualified financial advisor with over 20 years of experience in the financial industry. He holds multiple prestigious certifications, including Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), and Certified Private Wealth Advisor (CPWA®). John and his team at STRATEGENT FINANCIAL, LLC are dedicated to providing personalized and expert financial guidance to their clients.
Financial Advisor Disclosures to Know
As a fiduciary, STRATEGENT FINANCIAL, LLC is committed to acting in the best interest of their clients at all times. They have a strict code of ethics and are required to disclose any potential conflicts of interest to their clients. This includes disclosing any compensation they may receive from financial products or third-party providers. In addition, they are required to provide their clients with all relevant and accurate information before making any recommendations or changes to their financial plans.