CRD: 114523
THE ART AND Science OF Successful Planning
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- Custodian
- John Hancock · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2006
- Office Locations
- 1
Office Locations
About THE ART AND Science OF Successful Planning
The Art and Science of Successful Planning is a Florida-based RIA focused on lifestyle and financial planning for seniors, with a strong emphasis on senior-care and long-term-care needs spanning healthcare, insurance, legal, and planning considerations. The firm designs client-centered investment strategies and risk management plans—primarily using ETF portfolios—and often coordinates with clients’ other trusted advisors to implement the best course of action.
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Owner & Executives
TYLER GENE HARRELSON
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2245212
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,713,913 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,713,913 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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