This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- RadialEagle +more
- Established Date
- 10-27-2016
- Office Locations
- 1
Office Locations
About Face 2 Face Financial Planning, LLC
Face 2 Face Financial Planning is a fee-only, fiduciary RIA led by CFP Brian Face in Portage, MI, serving working families, professionals and business owners, medical professionals, and pre-retirees/transitioners. The firm delivers holistic, planning-first advice with an ongoing partnership, pairing cost-conscious, low-cost passive portfolios—primarily ETFs—with a fully digital client experience and no asset minimums.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN ALLAN FACE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #5548274
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $29,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,702,909,239 | 71.0% |
| Cash | $2,329,357,295 | 29.0% |
| Total | $8,032,266,534 | 100.0% |