BLOM & HOWELL FINANCIAL PLANNING, INC.

RIASEC RegisteredEst. 2022

Total AUM

$161M

Discretionary

$153M

95% of AUM

Avg account

$172K

Accounts

937

Employees

Advisory reps

Firm details

Headquarters: MODESTO, California
CRD number: 311830
Registered since: April 11, 2022
Website: www.blomandhowell.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.57%
Individuals43.81%
Corporations / Businesses3.62%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blom & Howell Financial Planning, Inc. is an independent, advisor-owned corporation that registered with the SEC in 2022. The firm provides a mix of financial planning and portfolio management services for individual and family clients as well as institutional relationships. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also operates as an insurance broker and identifies itself as a capital allocator, indicating it selects and allocates to third-party managers in addition to managing client portfolios directly. Compensation is flexible: fees can be charged as a percentage of assets under management, on an hourly basis, or via fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.