Wonderland Financial Planning
RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$527K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335023
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wonderland Financial Planning LLC is a small, owner-operated advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage-of-assets fee and hourly fees. Filings indicate a conservative, fixed-income tilt in portfolio construction; the adviser is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator.
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
- US Government Bonds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Michael Remedios
Founder and CCOCRD 7010823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Progress Alliance Investment Services
RIAAUM $1.1MTEAM 1REPS 2
BMR Global Wealth Management Group, Inc.
RIAMelbourne, FL
AUM $1.1MTEAM 1REPS 1
Tomkiewicz Wealth Management
RIAAUM $1.1MTEAM 1REPS 1
Emerald Haven Investments Corp
RIAAUM $1.1MTEAM 1REPS 1
Stardust Capital
RIAAUM $1.1MTEAM 1REPS 1
Pleasanton Wealth
RIAPleasanton, CA
AUM $1.1MTEAM 1REPS 1