Thalheimer Financial Planning, LLC
Thalheimer Financial Planning, LLC (CRD# 117610) is a financial advisory firm headquartered in Silver Spring, MD. They manage $51,826,030 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$475,468
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Thalheimer Financial Planning, LLC
No Advisor Found.
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