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MINAS FINANCIAL PLANNING
Minas Financial Planning is a Hot Springs, Arkansas advice-only financial planning practice that serves clients in Hot Springs and abroad. It provides...
Overview
Minas Financial Planning is a Hot Springs, Arkansas advice-only financial planning practice that serves clients in Hot Springs and abroad. It provides comprehensive financial planning, retirement planning and real estate analysis to clients for project or ongoing engagements. The firm serves clients as a fiduciary and never earns a commission or an asset under management fee.
General information
Firm type
RIA
Location
City
Hot Springs
Principals
David
senior advisor
David Rodriguez
PhD, CFP®
Frequently asked questions
What is MINAS FINANCIAL PLANNING's regulatory status?
The firm is registered as a federally covered investment adviser (RIA) under the Investment Advisers Act of 1940. Its registration filings do not reveal material specifics on AUM or clients.
What investment stages or asset classes does MINAS FINANCIAL PLANNING target?
No public data defines the firm's target stages or asset classes. Financial planning RIAs often focus on diversified portfolios of liquid securities, but this remains conjecture.
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