Advisor at Financial Planning Concepts, 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
Financial Planning Concepts, Inc.
Location
Manhattan Beach, CA
Credentials
CFP®, CFA®
Industry experience
28 years
Jeffrey Muhle is a CFP® and CFA® with 28 years of industry experience. He is the sole advisor at Financial Planning Concepts, Inc., where he has worked since 1995. In addition to his financial advisory role, Muhle has served as a systems director leading project teams developing space systems at The Aerospace Corporation since 1987. Financial Planning Concepts, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on a limited number of higher-net-worth and institutional clients, employing a written Investment Policy Statement and asset allocation strategies based on fundamental and technical analysis.
Based on Financial Planning Concepts, Inc.
$0 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
$275.00 per hour for financial planning and limited scope engagements.
Fee-only: Fee-only financial planning and investment management services; no commissions or finder’s fees accepted.
Manhattan Beach, CA
California
Financial Planning Concepts, Inc.
1995 - Present (31 years)
The Aerospace Corporation
1987 - Present (39 years)
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Real estate agent
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Other specialized services
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