A complete list of active advisors currently associated with Financial Security Planning Services, Inc.
Warmer can help you find a great advisor at Financial Security Planning Services, Inc. or one who fits your needs even better.
The firm provides personal financial planning, advice and consultations to individuals, high‑net‑worth clients, trusts, estates and related entities such as small businesses and charitable organizations. Services are offered on an a‑la‑carte basis and include financial inventory, investment and insurance analysis, education and tax planning, retirement and estate planning, and business succession advice. Recommendations are developed from client questionnaires and interviews, documented in a suitability worksheet, and informed by both fundamental research and technical trend analysis; clients are asked to approve any implementation and may impose restrictions on recommended investments. The firm does not take custody of client assets or exercise discretionary trading authority, and clients receive custodial statements directly from their account custodians. This firm’s practice is distinctive among independents because the founder and sole principal also operates as a FINRA‑registered broker‑dealer representative and a state‑licensed insurance agent, frequently implementing recommendations through an affiliated broker‑dealer (Raymond James Financial Services) or as an insurance agent; the brochure discloses the potential for commissions and describes steps to mitigate related conflicts. Unlike most peers, the firm does not provide discretionary portfolio management for individual accounts and does not use percentage‑of‑AUM pricing, instead delivering advice on a negotiated fee‑for‑service basis while the principal devotes a majority of his time to broker‑dealer and insurance activities.
To learn more about the advisors currently working at Financial Security Planning Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corte Madera, CA
| 36
|
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