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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2012
- Office Locations
- 1
Office Locations
About Favored Financial Planning
Favored Financial Planning is an owner-led RIA in Jamestown, NC serving retirees, business owners, and entrepreneurs with holistic financial planning, including retirement, tax, estate, insurance, charitable, and 529 planning. Portfolios emphasize asset allocation across individual securities and U.S. government/agency bonds, alongside mutual funds. Custody includes Altruist and Vanguard. Noted by Wealth Solutions Report.
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Owner & Executives
CORDI RUMPH POWELL
Investment Advisor, Owner, PRINCIPAL
- CRD
- #6021834
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,398,296 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,398,296 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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