PLANNING FOR WEALTH, LLC

MONROE, Louisiana·2 registered advisors·CRD# 117109
SEC# 801-66239318-340-0324
01

Firm Overview

AUM
$30M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANNING FOR WEALTH, LLC

2 registered advisors
Ben Hulsey
MONROE, Louisiana
Susan Reighney Harwood
MONROE, Louisiana
05

Office Locations

MONROE, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. PLANNING FOR WEALTH, LLC (CRD# 117109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.