CRD: 156132
Family Investment Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
About Family Investment Planning, LLC
Family Investment Planning, LLC is an independent, conflict-free CFP4-led practice serving individuals and couples with project-based planning. Core work includes retirement capital needs analysis, goal-based cash-flow planning, and portfolio reviews with risk and performance recommendations, plus implementation and optional ongoing monitoring. No minimum fees or asset requirements; typical planning is billed hourly. Reported portfolios emphasize investment-grade bonds and ETFs, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KURT BERNHARD MUELLER
Financial Advisor, General Partner, Managing Member
- CRD
- #1300871
- 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 | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing