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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2016
- Office Locations
- 1
Office Locations
About Powwow, LLC
Powwow LLC is a fee-only fiduciary financial planning firm serving the “Sandwich Generation” balancing their own goals with caring for kids and aging parents. Engagements are billed hourly for projects or via membership, with investment management available but not required. The firm meets in person or virtually and uses interactive planning tools and goal assessments to model “what-ifs,” led by a CFP® professional in Massachusetts.
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Owner & Executives
QUENTARA ELIZABETH COSTA
Chief Compliance Officer, Owner
- CRD
- #5299129
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,051,224 | -- |
| Total | $6,051,224 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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