Advisor at Symphony Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Symphony Financial Services, Inc.
Location
Akron, OH 44333
Credentials
CFA®, Series 63, Series 66
Industry experience
17 years
Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.
Based on Symphony Financial Services, Inc.
Based on Symphony Financial Services, Inc.
Flat fees range from $500 to $5,000 for Financial Planning & Consulting; $1,000 to $10,000 for Retirement Plan Consulting
Representatives may earn commissions as registered representatives of LPL on securities sales outside advisory accounts
Maximum hourly fee $300 for Financial Planning & Consulting and Retirement Plan Consulting
Minimum fee: Written financial plans generally assessed a minimum fee of $250 Fee-only: Financial Planning & Consulting: hourly fee up to $300/hour; flat fees range from $500 to $5,000; Retirement Plan Consulting: hourly fee up to $300/hour; flat fees range from $1,000 to $10,000
4100 Embassy Parkway, Suite 100
Akron, OH 44333
Ohio
Symphony Financial Services, Inc.
2018 - Present (8 years)
Symphony Financial Services, Inc.
2012 - 2018 (6 years)
LPL Financial, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Summit Investments and Financial Planning
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