FINANCIAL SECURITY PLANNING SERVICES, INC.
Firm details
- Headquarters
- CORTE MADERA, California
- CRD number
- 136169
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Paul Bonapart
Founder and PresidentCRD 2083127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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