Advisor at The Financial Planning Co.
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
The Financial Planning Co.
Location
Hutchinson, MN
Credentials
Series 65
Industry experience
3 years
Flat-fee financial planning: Up to $1,250 upfront plus up to $6,250 in arrears
Under $100,000 - $100,000: 1.10% $100,000 - $750,000: 1.00% Over $750,000+: 0.55%
Hourly fee up to $305/hour for comprehensive financial planning (closed to new clients)
Account minimum: $250,000 per household Fee-only: Flat-fee financial planning: Up to $1,250 upfront plus up to $6,250 in arrears; Hourly fee up to $305/hour (closed to new clients)
Central Counties Cooperative
2018 - Present (8 years)
E2 Electrical Services
2017 - 2018 (1 year)
Peterson Jurgerenson Public Accountants
2016 - 2017 (1 year)
E2 Electrical
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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