Advisor at Plan B Investments, Inc.
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Firm
Plan B Investments, Inc.
Location
Carmel Valley, CA 93924
Credentials
Series 65
Industry experience
2 years
Justin Smith is a financial advisor at Plan B Investments, Inc. in Carmel Valley, CA, holding a Series 65 designation with two years of industry experience. Prior to his current role, he spent ten years at the Flathead County Sheriff's Office. Plan B Investments, Inc. serves individuals, including high-net-worth clients, and small businesses by providing financial planning and advisory services that emphasize written financial plans and the use of third-party investment managers for portfolio management.
Based on Plan B Investments, Inc.
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001+: 1.10%
$250 per hour with an initial 2-hour minimum ($500 minimum) for Initial Financial Advisory Consultation; $250/hour for Continuing Financial Advisory Consultations
Account minimum: $5,000 for Outside Investment Manager account or $25,000 for Third-Party Manager account (may be lowered in certain instances); No minimum for Continuing Financial Advisory Consultations (Option 1) Fee-only: Hourly fee of $250/hour with an initial minimum of $500 for financial advisory consultations (Option 1)
13770 Center St, Suite 206
Carmel Valley, CA 93924
California
Plan B Investments, Inc.
2021 - Present (5 years)
Flathead County Sheriff's Office
2011 - 2021 (10 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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