FINANCIAL SECURITY PLANNING SERVICES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CORTE MADERA, California
CRD number
136169
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Financial Security Planning Services, Inc. operates as an independent registered investment advisor (RIA) and provides a range of financial planning services. The firm is structured as a corporation and is owned by an individual. It engages in various business activities, including functioning as a broker-dealer and insurance broker. The firm charges fees based on hourly rates and fixed fees, catering to clients seeking comprehensive financial planning. While the firm does not actively engage in ESG investing, it focuses on traditional investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Paul Bonapart

    Founder and PresidentCRD 2083127

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORTE MADERA, CA

MARIN

Location

CORTE MADERA, CA

Headquartered in CORTE MADERA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
520 Tamalpais Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth