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Vested Financial Planning
VESTED FINANCIAL PLANNING, LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $157 million in regulatory assets.
Overview
VESTED FINANCIAL PLANNING, LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $157 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Registered Investment Advisor
Sector focus
Frequently asked questions
Is Vested Financial Planning a fiduciary?
As a registered investment advisor (RIA), Vested Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This means it is legally obligated to act in the best interests of its clients, providing advice that prioritizes client needs over firm revenue.
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