H
CRD: 330133
Headwaters Financial Planning, LLC
$900.0K Total AUM
$900.0K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2024
- Office Locations
- 1
Office Locations
-- Granby CO
About Headwaters Financial Planning, LLC
Headwaters Financial Planning is an independent, fee-only RIA in Colorado providing ongoing financial planning and wealth management. The firm builds goal-based plans across cash flow, savings, debt, insurance, taxes, and estate planning, and manages custom portfolios designed for growth, income, or capital preservation. Assets are custodied with Charles Schwab.
Team overview
-- AVG AGE
$900.0K AVG AUM / ADVISOR
$75.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Meaghan O'Hara Brugge
Chief Compliance Officer, Managing Member, Principal
- CRD
- #7866074
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing