Advisor at Giffin Planning 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
Giffin Planning Services, Inc.
Location
Canonsburg, PA
Credentials
ChFC®, Series 63
Industry experience
10 years
Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.
Based on Giffin Planning Services, Inc.
Fixed fee between $1,000 and $4,000 for financial plans
$0 - $250,000: 1.00% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.25%
$200 per hour
Fee-only: Fixed fee between $1,000 and $4,000; Hourly fee $200/hour
Canonsburg, PA
Pennsylvania
Ohio National
2013 - Present (13 years)
EnSphere Marketing Group DBA EnSphere College Planning Serv
2004 - Present (22 years)
Giffin Planning Service Inc.
1988 - Present (38 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.
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.
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 63
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Series 65
Pittsburgh, PA
Peridot Capital Management
Series 63, Series 65
Venetia, PA
Deemer Wealth Management LLC
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