Advisor at Sequent 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
Sequent Planning, Llc
Location
Kokomo, IN 46902
Credentials
Series 65
Industry experience
< 1 year
Fixed fee financial planning services ranging from $500 (limited scope) to $5,000 (comprehensive plan)
Hourly financial planning fee ranges from $125 to $300 per hour, negotiable based on advisor experience and client factors
Account minimum: $1,000 minimum fee for comprehensive financial planning; $500 minimum for limited engagement Minimum fee: Minimum fixed fee for comprehensive financial planning is $1,000; minimum fixed fee for limited engagement is $500
Sequent Planning, LLC
2025 - Present (1 year)
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2024 - Present (2 years)
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2021 - 2024 (3 years)
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2019 - 2021 (2 years)
Integrity Home Improvement, LLC
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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