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Targeted Financial Planning
TARGETED FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets under management on a...
Targeted Financial Planning
TARGETED FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Does Targeted Financial Planning sell proprietary investment products or receive commissions?
A fee-only RIA does not accept commissions, referral fees, or revenue-sharing from product providers. Compensation comes exclusively from client-paid advisory fees. This contrasts with dual-registered advisors who maintain both RIA and broker-dealer affiliations, creating potential incentives to recommend commissioned products.
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