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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-2021
- Office Locations
- 1
Office Locations
About Inland Financial Planning
Inland Financial Planning is an independent, fee-only fiduciary in Spokane providing financial planning and discretionary investment management for individuals and families, including retirees and business owners. Portfolios follow academically tested, diversification-first asset allocation with disciplined rebalancing, cost minimization, and tax-aware implementation, using ETF-centric models with custody at Schwab.
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Owner & Executives
Richard Peter Cullen
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6092944
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JENNIFER LORRAINE TRAYNOR
Certified Financial Planner
- CRD
- #5925917
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,262,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,262,034 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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