Advisor at Eureka Financial Planners, 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
Eureka Financial Planners, LLC
Location
Eureka, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Flat fee between $125 and $2,500 for financial planning and $125 to $2,500 for qualified plan consulting services
1% annually
$125 per hour for financial planning services
Fee-only: Hourly fee of $125 per hour or fixed fee between $125 and $2,500 for financial planning services
Eureka Financial Planners, LLC
2015 - Present (11 years)
Mitchell Grove
2015 - Present (11 years)
William Symons, Landlord
2012 - Present (14 years)
Will Symons, Sole Proprietor Insurance
2011 - Present (15 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.
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