CRD: 166337
Faulkner Financial Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-30-2013
- Office Locations
- 1
Office Locations
About Faulkner Financial Planning, LLC
Faulkner Financial Planning, LLC provides investment management paired with strategic, tax-efficient wealth planning. The firm builds goal-based plans, presents analysis and recommendations, and focuses on protecting current needs while planning for the future. Client work commonly includes retirees and business owners, with portfolio construction and asset-allocation approaches using mutual funds, supported by risk-profiling tools like Nitrogen (Riskalyze).
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHLEEN MARIE FAULKNER
Financial Professional, Managing Member
- CRD
- #2764332
- 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 | $11,208,325 | -- |
| Total | $11,208,325 | -- |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing