SOHUM FINANCIAL PLANNING, LLC is a highly reputable financial planning firm that has been serving clients since its establishment in 2005. With over 15 years of experience in the financial industry, the firm has built a solid track record of providing expert financial advice and guidance to individuals, families, business owners, and retirees.
The firm takes a comprehensive approach to financial planning, creating personalized plans tailored to each client's unique needs and goals. Their team of experienced advisors offer a wide range of services, including investment management, retirement planning, estate planning, tax planning, and more. They also emphasize education and communication to ensure that clients have a clear understanding of their financial situation and options.
SOHUM FINANCIAL PLANNING, LLC utilizes a fee-only compensation structure, meaning they do not receive commissions or incentives for recommending specific products or services. This allows their advisors to provide unbiased and objective advice to their clients. The firm has over $500 million in assets under management and employs a team of highly qualified and experienced financial advisors.
Before working with any financial advisor, it is important to know their background and any disclosures they may have. Fortunately, SOHUM FINANCIAL PLANNING, LLC has no compliance violations, legal or bankruptcy disclosures, criminal disclosures, SEC sanctions, or customer complaints or arbitration. This further demonstrates their commitment to ethical and transparent practices.