$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
-- Seattle WA
About Financial Planning FOR Real People Pllc
Financial Planning for Real People is a Washington-registered RIA providing personalized financial advising and ongoing investment management for individuals across income levels. The firm aligns spending and portfolios with client goals, risk tolerance, timeline, and stated values, and actively monitors markets. It emphasizes transparent, commission-free pricing and no minimum requirements; custody includes Altruist.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$152.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Fusion capital
Custodian
Legacy atlas Ridge vertex
Investment Themes
Summit Vital north Fusion Ember
Investment Vehicles
Harbor vertex
Services
Vector Oak Peak vector Fusion optima
Owner & Executives
Hope L. Broucek
Chief Compliance Officer, FOUNDER
- CRD
- #7743201
- Ownership
- 75% or more
(497) 327-6786
crest.element@matrixcapital.com
in linkedin.com/in/radial-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,486,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,486,059 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,486,059
Equity - Exchange:
56.2% Cash:
43.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,490,488,619 | 56.2% |
| Cash | $3,499,704,654 | 43.8% |
| Total | $7,990,193,273 | 100.0% |