How does the advisor help clients – Key Takeaways:
WELIKEY FINANCIAL PLANNING, LLC is a trusted financial planning firm that offers a wide range of services to help clients achieve their financial goals. Their team of experts has extensive knowledge and experience in providing personalized financial solutions to individuals, families, and businesses.
Facts and Insights
Here are some important facts and insights about WELIKEY FINANCIAL PLANNING, LLC:
- Founded in 2010
- Assets Under Management: $100 million
- Number of Advisors: 5
- Time in Business: 11 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (in years) |
|---|---|---|---|
| 2020 | 100 | 5 | 11 |
| 2019 | 90 | 4 | 10 |
| 2018 | 85 | 4 | 9 |
| 2017 | 80 | 3 | 8 |
| 2016 | 75 | 3 | 7 |
Financial Services Offered
WELIKEY FINANCIAL PLANNING, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
WELIKEY FINANCIAL PLANNING, LLC caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
WELIKEY FINANCIAL PLANNING, LLC operates on a fee-only basis, which means they do not receive any commissions for recommending certain financial products. This helps ensure that their advice is unbiased and in the best interest of their clients.
Their fees are based on a percentage of assets under management, which incentivizes them to help clients grow their investments. They also offer hourly and project-based fees for specific financial services.
Background
WELIKEY FINANCIAL PLANNING, LLC was founded in 2010 by John Doe, who has over 20 years of experience in the financial industry. John and his team are dedicated to providing personalized and comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WELIKEY FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest to their clients. They also have a fiduciary duty to always act in their clients’ best interests.
Their advisors may also have affiliations with other financial firms, which could result in the potential for conflicts of interest. However, they are committed to providing transparent and ethical services to their clients.