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
Patrick Springs, VA
Credentials
Series 65
Industry experience
2 years
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
2023 - Present (3 years)
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2023 - Present (3 years)
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2023 - 2023 (1 year)
Uber
2022 - Present (4 years)
Mutual of Omaha Insurance Company
2022 - 2023 (1 year)
Wendy's
2021 - 2022 (1 year)
Henry County Public Schools
2018 - 2021 (3 years)
Results Company
2017 - 2018 (1 year)
Walmart
2017 - 2017 (1 year)
Mid-Atlantic Textile Company
2015 - 2017 (2 years)
Vista Solutions Group
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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