Sea Change Financial Planning
Sea Change Financial Planning (CRD# 315726) is a financial advisory firm headquartered in Point Pleasant Beach, NJ. They manage $5,428,984 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$175,129
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Sea Change Financial Planning
1
Michelle Coffey (CRD# 6946204) is an Investment Advisor Representative working at Sea Change Financial Planning in Point Pleasant Beach, NJ and has over 5 years of experience in the finance industry.
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