CRD: 150494
Stanhouse Financial Planning AND Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-11-2009
- Office Locations
- 1
Office Locations
About Stanhouse Financial Planning AND Management, LLC
Stanhouse Financial Planning is a fee-only, fiduciary RIA serving metro Atlanta and clients beyond, delivering comprehensive financial planning plus ongoing advice or discretionary investment management. It works with individuals and families across life stages, including executives, small business owners, divorcees and widows(ers). Portfolios emphasize risk-appropriate diversification using low-cost index funds, mutual funds and ETFs with a long-term approach, typically custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JAMES BRIAN STANHOUSE
Manager
- CRD
- #5672650
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,310,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,310,059 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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