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How does the advisor help clients – Key Takeaways:
TREESA FINANCIAL PLANNING, LLC is a trusted financial planning firm that specializes in providing professional guidance and support to clients in achieving their financial goals.
With years of experience in the industry, the advisors at TREESA FINANCIAL PLANNING, LLC have established a reputation for being knowledgeable, reliable, and committed to their clients’ financial well-being.
Here are some key takeaways about how TREESA FINANCIAL PLANNING, LLC can help you:
- Expert financial guidance: The advisors at TREESA FINANCIAL PLANNING, LLC have a deep understanding of the financial markets and are equipped with the latest tools and techniques to provide you with expert guidance in managing your finances.
- Customized financial plans: No two individuals have the same financial situation and goals. That’s why TREESA FINANCIAL PLANNING, LLC creates customized financial plans that are tailored to your specific needs and objectives.
- Comprehensive services: TREESA FINANCIAL PLANNING, LLC provides a wide range of financial services including retirement planning, investment management, tax planning, and estate planning. This ensures that all aspects of your financial life are taken care of.
- Long-term relationships: The advisors at TREESA FINANCIAL PLANNING, LLC understand the importance of building long-term relationships with their clients. They are committed to being there for you every step of the way as you navigate through different stages of your financial journey.
Facts and Insights
TREESA FINANCIAL PLANNING, LLC is a registered financial advisor with the Securities and Exchange Commission (SEC). As of December 2020, the firm manages over $50 million in assets under management (AUM) with a team of 3 advisors.
The average account size at TREESA FINANCIAL PLANNING, LLC is $500,000, and the firm primarily serves high-net-worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 3 | 10 years |
Financial Services Offered
At TREESA FINANCIAL PLANNING, LLC, clients can expect a comprehensive range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education funding
Client Types
TREESA FINANCIAL PLANNING, LLC primarily serves high-net-worth individuals and families, as well as small business owners and professionals. The firm provides personalized services to clients with varying financial needs and goals.
Fees & Compensation
TREESA FINANCIAL PLANNING, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the advisor’s interest with the client’s, as the firm only earns more when the client’s portfolio increases in value.
Additionally, the firm may also charge clients for financial planning services, based on the complexity of their financial situation.
Background
TREESA FINANCIAL PLANNING, LLC was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of industry experience. Smith is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance.
The firm has a team of 3 advisors who are all licensed and registered with the SEC. They have a combined experience of over 30 years in the financial services industry.
Financial Advisor Disclosures to Know
All financial advisors at TREESA FINANCIAL PLANNING, LLC are required to act in their clients’ best interests and adhere to strict ethical standards. They are also required to disclose any potential conflicts of interest to their clients.
Clients can access the firm’s Form ADV, which contains important information about the firm’s services, fees, and potential conflicts of interest, through the SEC’s website.