Durant Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 306246
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.36%
- Individuals5.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Durant Financial Planning LLC is an independent, single-owner registered investment adviser operating as an LLC and focused on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its engagement model is flexible on pricing — the firm charges a percentage of assets under management and also offers hourly and fixed-fee arrangements. Durant is not positioned as a capital allocator or pension consultant, does not identify as an ESG investor, and is not a multi-state or affiliated adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Exchange Traded Equities4%
Contacts
1 of 1
Jonathan Durant
President and OwnerCRD 3026075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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