CONTEMPORARY FINANCIAL PLANNING

Overview

Contemporary Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing model includes a percentage-of-assets-under-management fee as well as hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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Location & Offices