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Ideal Financial Planning
IDEAL FINANCIAL PLANNING is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm has 1 employee and 1 investment adviser. It is based in...
Overview
IDEAL FINANCIAL PLANNING is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm has 1 employee and 1 investment adviser. It is based in Oklahoma City.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does Ideal Financial Planning offer?
Ideal Financial Planning provides financial planning and investment management services. As an RIA, it offers fiduciary advice, meaning its recommendations must prioritize client interests. Typical services include retirement planning, estate planning coordination, and portfolio construction using diversified asset classes.
Is Ideal Financial Planning a fiduciary?
Yes, as a registered investment advisor (RIA), Ideal Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This legal standard requires the firm to act in the best interests of its clients, disclosing any conflicts of interest. This differs from broker-dealers, who are only required to meet a suitability standard.
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