Emerick Financial Planning, LLC

Overview

Emerick Financial Planning, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm's core services center on financial planning and client education, including seminars and workshops. Its compensation model is non-asset-based, relying on hourly charges and fixed fees rather than percentage-of-assets billing. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multi-state adviser. An accounting affiliation is noted among its industry relationships.

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Location & Offices