2ND STORY WEALTH PLANNERS

About

2ND STORY WEALTH PLANNERS is a renowned financial planning firm with a team of highly qualified advisors who provide expert guidance to clients. Their main focus is on wealth planning, ensuring long-term financial stability and growth for their clients. They offer personalized and comprehensive financial services tailored to each client's individual needs and goals.

The firm has managed to establish a strong reputation in the industry with $500 million in assets under management and a team of 15 advisors with over a decade of experience. They primarily serve high-net-worth individuals and families, as well as business owners and corporate executives, helping them achieve their financial goals.

2ND STORY WEALTH PLANNERS operates on a fee-only model, ensuring unbiased and objective financial advice. They abide by a strict code of ethics and always act in the best interest of their clients. The firm is also registered with the SEC and must comply with all regulatory guidelines and laws.

In 2009, a team of experienced financial advisors founded 2ND STORY WEALTH PLANNERS with a shared vision of providing comprehensive and personalized financial planning services. Since then, the firm has expanded its services and team, becoming a trusted partner for clients looking to secure their financial future.

Facts & Insights

To gain a better understanding of 2ND STORY WEALTH PLANNERS, here are some publicly available facts and insights about the firm:

Fees & Compensation

Fees for 2ND STORY WEALTH PLANNERS are based on a percentage of assets under management and may vary depending on the complexity of services provided. The firm operates on a fee-only model, meaning advisors do not earn commissions or receive compensation from third-party sources, ensuring unbiased and objective financial advice.

Background

2ND STORY WEALTH PLANNERS was founded in 2009 by a team of experienced financial advisors with a shared goal of providing comprehensive and personalized financial planning services to clients. The firm has since expanded, with a growing team of dedicated advisors and a strong reputation for excellence in the industry.