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Greenlight Financial Planning, LLC
Greenlight Financial Planning, LLC is a state-registered investment adviser in Los Angeles, CA. The firm manages approximately $2 million in regulatory assets.
Overview
Greenlight Financial Planning, LLC is a state-registered investment adviser in Los Angeles, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Greenlight Financial Planning a fiduciary?
Yes, as a registered investment advisor under the Investment Advisers Act of 1940, Greenlight Financial Planning is a fiduciary. This means it must act in the best interests of its clients, disclosing any conflicts of interest and prioritizing client needs over its own profits.
What is the minimum account size for Greenlight Financial Planning?
No minimum account size is publicly disclosed by the firm. Many fee-only RIAs have no minimum or set a low minimum (e.g., $50,000 or $100,000), but this cannot be confirmed for Greenlight Financial Planning.
Where is Greenlight Financial Planning headquartered?
The firm's headquarters location is not publicly listed on widely available sources such as SEC filings or business directories. Its state of incorporation or primary regulatory jurisdiction is not identifiable from the limited data available.
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