STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
Firm details
- Headquarters
- DULUTH, Georgia
- CRD number
- 150494
- Website
- www.stanhousefp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.23%
- Individuals20.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stanhouse Financial Planning And Management, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, and it also offers educational seminars and guides clients in selecting external advisers. Its compensation options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Stanhouse identifies as a capital allocator, but is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser structure.
Assets & Accounts
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 Funds78%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JAMES STANHOUSE
FounderCRD 5672650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DULUTH, GA
GWINNETT
Location
DULUTH, GA
Headquartered in DULUTH, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 3235 Satellite Blvd
- Time zone
- ET (UTC-5)
- Office locations
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