Headwaters Financial Planning, LLC
RIASEC Registered
Total AUM
$900K
Discretionary
$900K
100% of AUM
Avg account
$113K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330133
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Headwaters Financial Planning, LLC operates as an independent Registered Investment Advisor (RIA) focused on providing financial planning services and portfolio management primarily for individuals and families. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. Headwaters Financial Planning does not engage in capital allocation or serve as a pension consultant, which allows it to concentrate on its core advisory activities.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities10%
Contacts
1 of 1
Meaghan Brugge
Owner, Financial AdvisorCRD 7866074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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