IRVINE WEALTH PLANNING STRATEGIES, LLC

ROOTED PLANNING GROUP
CORNING, New York·4 registered advisors·CRD# 284120
SEC# 801-1125462607-438-2761
01

Firm Overview

AUM
$96M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC

4 registered advisors
Amy Elizabeth Irvine
CORNING, New York
Katrina Marie Welker
CORNING, New York
Kerrie Beene
CORNING, New York
Rebekah Elizabeth Eason
CORNING, New York
05

Office Locations

CORNING, New York
4 advisors

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Data sourced from SEC Form ADV filings. IRVINE WEALTH PLANNING STRATEGIES, LLC (CRD# 284120) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.