This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North glacierPioneer meridian +more
- Established Date
- 04-18-2018
- Office Locations
- 1
Office Locations
About Flourish Financial Planning
Flourish Financial Planning (SDG Financial Planning, LLC) is a Texas-based, fee-only RIA providing comprehensive financial planning, investment management, and tax preparation/planning. The team serves individuals and families seeking Christian values-based stewardship, with guidance on retirement, employer plans (401(k)/403(b)), insurance and estate coordination, cash flow, debt and charitable giving—without product sales or account minimums.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER RYAN WELLS
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6504119
- Ownership
- 75% or more
JEREMY SHAWN ANDRIES
PARTNER
- CRD
- #4872998
- Ownership
- 5% but less than 10%
Capital element
Signal peak pathway
- CRD
- #39017
- Ownership
- 20.2%
Showing 2 of 3 owners & executives
Unlock allContacts
ALEJANDRO LOZANO
--
- CRD
- #6082445
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,857,199 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,857,199 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,857,199
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $123,425,151 | 20.1% |
| Cash | $119,126,763 | 19.4% |
| Corporate - Investment Grade | $146,759,259 | 23.9% |
| Equity - Exchange | $140,618,705 | 22.9% |
| U.S. Government/Agency | $84,125,601 | 13.7% |
| Total | $614,055,479 | 100.0% |