Advisor at PharmD Financial Planning LLC
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
PharmD Financial Planning LLC
Location
Owatonna, MN 55060
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
11 years
Fixed annual fee for ongoing comprehensive financial planning and investment management ($9,500); previously $4,500 and $6,500; also a flat fee for comprehensive financial planning service
Hourly financial planning fee of $249 per hour, negotiable depending on complexity
Minimum fee: Fixed annual fee of $9,500 paid quarterly ($2,375 per quarter), negotiable Fee-only: Fixed annual fees for ongoing financial planning and investment management; hourly fees for financial planning
PharmD Financial Planning LLC
2020 - Present (6 years)
Profinium, Inc.
2016 - 2021 (5 years)
THRIVENT Financial
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
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.
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Waseca, MN
Edward Jones
Series 65
Owatonna, MN
Horter Investment Management, LLC
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