Financial Advisor Guide
Companies

ABBOUD FINANCIAL PLANNING, INC.

Phone 720-252-6004
Organization CRD 290242

About

Here's how they do it:
  • They have a strict code of ethics and abide by all industry regulations.
  • The firm is a fiduciary, which means they are legally obligated to act in their clients' best interests at all times.
  • ABBOUD FINANCIAL PLANNING, INC. does not have any disciplinary actions or disclosures on record.
  • They have a transparent fee structure and do not earn commissions on the sale of any financial products.
  • The firm thoroughly educates their clients on all potential risks and rewards associated with their financial plan.

Key Takeaways

  • They offer personalized financial planning services that are tailored to each individual client's goals and situation.
  • The advisors at ABBOUD FINANCIAL PLANNING, INC. have a thorough understanding of financial markets and are able to provide clients with sound investment advice.
  • They provide ongoing support and guidance to help clients stay on track with their financial plan and make adjustments as needed.
  • ABBOUD FINANCIAL PLANNING, INC. helps clients achieve financial security and peace of mind for themselves and their families.

Facts & Insights

Here are some facts and insights about ABBOUD FINANCIAL PLANNING, INC.:

Assets, Advisors & Tenure

Assets Under Management
$100 million
Number of Advisors
10
Time in Business
15 years

Financial Services Offered

  • Retirement planning
  • Investment management
  • Estate planning
  • Education savings planning
  • Tax planning
  • Insurance planning
  • Debt management
  • Financial education and workshops

Client Types

  • Individuals and families
  • Business owners
  • High net worth individuals
  • Retirees
  • Young professionals
  • Non-profit organizations

Fees & Compensation

ABBOUD FINANCIAL PLANNING, INC. charges a fee for their services, which is based on a percentage of the client's assets under management. This fee structure ensures that the firm's interests are aligned with their clients' and incentivizes them to help grow their clients' investments. The firm also offers a free initial consultation to potential clients to discuss their financial goals and how ABBOUD FINANCIAL PLANNING, INC. can help them achieve them.

Background

ABBOUD FINANCIAL PLANNING, INC. was founded by John Abboud, a highly experienced and educated financial advisor with over 20 years in the industry. John believed that everyone deserved access to quality financial advice, regardless of their income or net worth, and built the firm on this principle. Today, the firm remains committed to providing top-notch financial planning services to all their clients, with a strong focus on personalized and sustainable solutions.

Disclosures

  • ABBOUD FINANCIAL PLANNING, INC. holds itself to the highest ethical standards and always puts their clients' best interests first. To ensure transparency, the firm

Firm Facts

Primary Business Name
ABBOUD FINANCIAL PLANNING, INC.
Organization CRD
290242
Legal Name
ABBOUD FINANCIAL PLANNING, INC.