Power Plans
Firm details
- Headquarters
- ,
- CRD number
- 129431
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.03%
- Individuals35.97%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Power Plans operates as an independent registered investment advisor (RIA) structured as a sole proprietorship. The firm focuses on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Power Plans also engages in educational activities such as seminars and workshops, aimed at enhancing client understanding of financial matters. The firm does not actively pursue ESG investments and operates solely within a single state, catering primarily to individual and family clients.
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
- Exchange Traded Equities85%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John Power
PrincipalCRD 4868253
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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