A complete list of active advisors currently associated with Ledgerplus Financial Services LLC

Warmer can help you find a great advisor at Ledgerplus Financial Services LLC or one who fits your needs even better.

Ledgerplus Financial Services LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, preparing Investment Policy Statements and offering ongoing portfolio monitoring. Its advice covers equities, fixed income, ETFs and non-U.S. securities, and financial planning is offered on an hourly or project basis. The firm uses a blend of analytical methods—including charting, fundamental analysis, modern portfolio theory, quantitative and technical analysis—and employs both long- and short-term trading approaches when advising clients. Ledgerplus does not maintain trading discretion or execute client trades on custodial accounts; clients retain trading authority and receive quarterly account reports from their custodians. Compared with peers, the firm has an unusually high client load for a single-advisor practice (approximately 380 clients), which can affect how services are delivered. The principal also maintains accounting activities and may offer accounting-related advice or products to clients, a relationship the brochure discloses as a potential source of conflict of interest.

To learn more about the advisors currently working at Ledgerplus Financial Services LLC, 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
Paul Franson	Davie, FL	8

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