Palm Harbor, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ridgeview Financial Planning
Independent
Firm-wide stats for Ridgeview Financial Planning
Total advisors
1Clients per advisor
124 Very HighAvg AUM per client
$878,199 HighHNW client ratio
24% TypicalAbout
Ridgeview Financial Planning provides comprehensive financial planning and ongoing investment supervisory services to individuals, small businesses, and foundations/charitable organizations, and also offers periodic educational workshops. Services span cash-flow and retirement planning, tax and estate considerations, college funding, and implementation of investment strategies for client accounts.
The firm pursues a Core + Satellite investment approach that combines passive, indexed core holdings with actively managed satellite positions and draws on fundamental, technical, and cyclical analysis. Portfolios are generally managed on a discretionary basis with written investment guidelines, periodic rebalancing, and the use of select tools such as options for income generation or hedging when appropriate.
Compared with many independent peers, Ridgeview’s client mix explicitly includes charitable organization clients and it manages approximately $110 million across a relatively modest client base, reflecting a higher assets‑per‑client profile. The advisor operates under CFP Board standards and relies on institutional custody and support services while leaving proxy voting and certain corporate‑action decisions to clients.
Based on Ridgeview Financial Planning
Expertise
Based on Ridgeview Financial Planning
Location
Palm Harbor FL
Advisors at this office
1
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