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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2015
- Office Locations
- 1
Office Locations
About Signal Financial Planning, LLC
Signal Financial Planning, LLC is a fee-only, fiduciary RIA in Issaquah, WA providing relationship-driven financial planning and optional portfolio management for individuals and families, with emphasis on retirement and college planning. Portfolios are ETF-centric with additional fixed-income exposure, and the firm works across wealth levels (no minimum) with standalone, no-commitment engagements. Custodies at Schwab.
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Owner & Executives
ROBERT EDWARD KEILIN
Chief Compliance Officer, Lead Advisor, Managing Member, Principal
- CRD
- #5793620
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,085,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,085,111 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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