CRD: 327124
Privileged Planning Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2023
- Office Locations
- 1
Office Locations
About Privileged Planning Inc.
Privileged Planning Inc. is a Florida-registered RIA serving Jacksonville/St. Johns, focused on entrepreneurs and small business owners, high earners, and women navigating major life transitions (including divorce). The firm provides personalized financial planning and investment management, with education and coaching integrated into the process. Notable: offers a client app with courses, budgeting/debt tracking, and calculators, and is listed as a Dave Ramsey SmartVestor Pro.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENDAL ASHLEY FORDHAM
Chief Compliance Officer, President
- CRD
- #6504618
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,664,388 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $39,664,388 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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