Plan For Your Goals, LLC
Firm details
- Headquarters
- ,
- CRD number
- 320683
- Website
- www.planforyourgoals.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.5%
- HNWI24.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Plan For Your Goals, LLC is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, using a mix of fee models that include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. According to the available profile, the adviser operates primarily on a non-discretionary basis and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1
David Roberts
Financial AdvisorCRD 7152116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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