Financial Advisors at Professional Planning Group

Professional Planning Group

Professional Planning Group offers selection of other advisers, financial planning services, educational seminars/workshops, portfolio management for individuals and/or small businesses and also performs business activities as registered representative of a broker-dealer, insurance broker or agent.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Hourly charges

A percentage of assets under management

Fixed fees

Hourly charges

A percentage of assets under management

Fixed fees

Operations

Registered representative of a broker-dealer

Insurance broker or agent

1

Branches

18

Employees

10

Investment Advisors

18

Employees

10

Investment Advisors

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Client Types

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99.4%

1,306

Account Overview

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