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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-2014
- Office Locations
- 3
Office Locations
About F5 Financial Planning, L.l.c.
F5 Financial is a NAPFA-approved, fee-only advisory firm providing holistic planning and investment management that integrates cash flow, taxes, insurance, benefits, education and estate planning. It focuses on corporate executives, entrepreneurs and families, serving clients nationwide virtually with offices in Naperville, IL; McDonough, GA; and Venice, FL. The investment approach emphasizes low-cost, academically grounded passive solutions (including Dimensional).
Team overview
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Asset Classes
Client Personas
Custodian
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Investment Vehicles
Platform
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Owner & Executives
CURTIS LOUIS STOWERS
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #6011385
- Ownership
- 50% but less than 75%
Joshua Scott Duncan
Owner, PARTNER
- CRD
- #6184795
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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NICHOLAS CONNOR PRIGITANO
Advisor
- CRD
- #6353504
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,188,357 | $281,891 |
| Non-Discretionary | $3,466,604 | $577,767 |
| Total | $168,654,961 | $284,890 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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