FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC

Overview

Fredericksburg Financial Planning Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s client focus is individuals and families, and its advisory activity centers on financial planning rather than discretionary portfolio management. Compensation is delivered through a mix of hourly fees and commission-based arrangements. The firm also operates as a registered representative of a broker-dealer and serves as an insurance broker, indicating it combines brokerage and insurance distribution with its planning services. It is not marketed as a multi-state adviser, does not identify as an ESG investor, and does not function as a capital allocator or pension consultant.

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Location & Offices