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BLOM & HOWELL FINANCIAL PLANNING, INC.
Imagine yourself working on a large jigsaw puzzle but without the picture on the box as a reference to guide you. Although possible to do, it's certainly...
Overview
Imagine yourself working on a large jigsaw puzzle but without the picture on the box as a reference to guide you. Although possible to do, it's certainly more challenging.
General information
Firm type
Financial Planning & Wealth Management
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What services does Blom & Howell Financial Planning provide?
Blom & Howell Financial Planning, Inc. offers financial planning and investment management services to individuals, families, and small businesses. Its core service is building personalized financial plans that integrate investment recommendations, retirement projections, and tax strategies. As an RIA, it acts under a fiduciary standard.
Is Blom & Howell a fiduciary?
Yes, as a registered investment adviser (RIA) with state securities authorities, Blom & Howell Financial Planning, Inc. is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means it must place client interests ahead of its own and disclose any conflicts of interest.
What is the compensation model at Blom & Howell?
The firm operates on a fee-only basis, charging clients a percentage of assets under management or a flat planning fee. It does not receive commissions or third-party compensation, which aligns revenue with client outcomes. This model is common among independent RIAs.
Who are the principals of Blom & Howell?
The names of the founding principals or current leadership at Blom & Howell Financial Planning, Inc. are not publicly listed in accessible sources. The firm does not maintain an active public website or LinkedIn presence, limiting available details.
What is Blom & Howell's investment philosophy?
The firm favors a diversified portfolio approach using low-cost ETFs, mutual funds, and individual securities. It customizes asset allocation based on each client's risk tolerance, time horizon, and financial goals, with periodic rebalancing and tax management.
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