CRD: 332371
Venables Financial Solutions
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2024
- Office Locations
- 1
Office Locations
About Venables Financial Solutions
Venables Financial Solutions is a fee-only fiduciary RIA focused on educators and public service professionals, especially those nearing retirement. The firm delivers holistic planning—pension/retirement strategy, cash-flow and saving, investment planning, debt management, and tax optimization—tailored to client goals and risk tolerance. Works virtually, with client access via RightCapital/Altruist and custody at Schwab/Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey M Venables
Chief Compliance Officer, Chief Executive Officer, Financial Planner, FOUNDER
- CRD
- #7954141
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,720 | -- |
| Non-Discretionary | $0 | -- |
| Total | $163,720 | -- |
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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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