Finlayson Financial Planning is an SEC and State registered Investment Advisor (IA) and Registered Investment Advisor (RIA).CRD is 165631. Finlayson is a "fee-only" advisor who advises each client with the utmost care as a fiduciary which means in the "best interest"" of Finlayson clients. Finlayson recommends a basic financial plan with fees ranging from $247 to $497.
Annual updates cost $100 to $200. A "Plan" includes analysis/recommendations of: estate planning, taxation issues, insurance, investments and retirement planning. Finlayson can place clients (no commissions) in all public investments such as ETF's, Mutual Funds, Bonds, Individual Stocks, and Indexes.
Annual updates cost $100 to $200. A "Plan" includes analysis/recommendations of: estate planning, taxation issues, insurance, investments and retirement planning. Finlayson can place clients (no commissions) in all public investments such as ETF's, Mutual Funds, Bonds, Individual Stocks, and Indexes.
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