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Finlayson Financial Planning, Inc.

Finlayson Financial Planning, Inc.. CRD 165631

Finlayson Financial Planning, Inc. logo

CRD: 165631

Finlayson Financial Planning, Inc.

Buffalo, WY
3076200851
www.rosselliotfinancialplanning.com
$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
--
Established Date
10-21-2014
Office Locations
1

Office Locations

60 E. Hart St., Suite B Buffalo WY

About Finlayson Financial Planning, Inc.

Finlayson Financial Planning, Inc. is a fee-only, fiduciary RIA led by Ross Elliot, CFP, providing financial, investment, and retirement planning. The firm delivers a core financial plan that incorporates estate, tax, insurance, and retirement considerations, and designs low-cost, diversified portfolios based on time horizon and risk tolerance using public investments including ETFs, mutual funds, individual stocks, and bonds. Custody includes Altruist.

Team overview

-- AVG AGE
$10.9M AVG AUM / ADVISOR
$168.2K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Oak unison Alpha Focus

Client Personas

Focus Ember

Investment Themes

Unison Crest

Investment Vehicles

Summit

Services

Pathway eagle Frontier value Element Pioneer Matrix Pioneer

Owner & Executives

R

ROBERT ROSS ELLIOT

Advisor, Chief Compliance Officer, President

CRD
#3035129
Ownership
75% or more
(435) 909-1540
timber.atlas@frontiercapital.com
in linkedin.com/in/vector-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-27-2015
05-05-2016
03-01-2017
Category Assets AVG. Account size
Discretionary $10,931,000 --
Non-Discretionary $0 $146,556
Total $10,931,000 $146,556

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Separately Managed Accounts

Total SMA Asset: $10,931,000

$10.9M Total SMA
Equity - Exchange:
22.5%
U.S. Government/Agency:
21.5%
Cash:
26.3%
Corporate - Investment Grade:
29.7%
Asset class Assets Assets %
Equity - Exchange $1,943,413,103 22.5%
U.S. Government/Agency $1,857,039,187 21.5%
Cash $2,271,633,982 26.3%
Corporate - Investment Grade $2,565,305,296 29.7%
Total $8,637,391,568 100.0%

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