This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2019
- Office Locations
- 2
Office Locations
About Fyooz Financial Planning
Fyooz Financial Planning is an RIA focused on couples/partners and self-employed families, providing cash-flow and goal planning alongside actively managed investment portfolios and tax planning. The team emphasizes how asset and tax allocation choices impact goals, often helping clients navigate equity compensation, business cash flow, and new wealth/inheritances. Portfolios are primarily ETF-based; custody includes Charles Schwab (and UBS).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NATALIE JO SLAGLE
Financial Planner, FOUNDING PARTNER
- CRD
- #6171719
- Ownership
- 50% but less than 75%
Daniel Robert Slagle
Chief Compliance Officer, Founding Partner
- CRD
- #5807399
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Jessica Serrano
Intern
- CRD
- #7797192
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,037,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,037,361 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing