This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Signal unison
- Established Date
- 02-22-2019
- Office Locations
- 1
Office Locations
About Musser Financial Planning, LLC
Musser Financial Planning, LLC is an independent Scottsdale, AZ RIA providing financial planning and ongoing portfolio management, including insurance and retirement, tax, and estate planning. The practice focuses on goal-based advice for retail clients such as retirees and business owners, and implements actively managed, asset-allocation portfolios primarily via ETFs. Uses modern platforms including Altruist and Pontera.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Kenneth Musser
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5580107
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,532,564 | -- |
| Non-Discretionary | $484,119 | -- |
| Total | $4,016,683 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,016,683
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $926,753,448 | 43.7% |
| Cash | $1,193,963,825 | 56.3% |
| Total | $2,120,717,273 | 100.0% |