Upfront Financial Planning, LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 328638
- Website
- www.upfrontfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals70.08%
- HNWI29.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Upfront Financial Planning, LLC is an independent RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage of assets under management, as well as hourly and fixed-fee engagement options. The firm is state-registered in Idaho, Texas, and Washington and is owned by an individual principal.
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 Equities91%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Harry Lawrence
FounderCRD 7815536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 203 N Washington St
- Time zone
- PT (UTC-8)
- Office locations
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