Blom & Howell Financial Planning, Inc.

RIASEC RegisteredEst. 2022

Total AUM

$161M

Discretionary

$153M

95% of AUM

Avg account

$172K

Accounts

937

Employees

Advisory reps

Firm details

Headquarters: Modesto, California
CRD number: 311830
Registered since: April 11, 2022
Website: www.blomandhowell.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.57%
Individuals43.81%
Corporations / Businesses3.62%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blom & Howell Financial Planning, Inc. is an independent, SEC-registered investment adviser that began registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional mandates, and it acts as a capital allocator and selector of external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm also operates as an insurance broker and charges clients using a mix of percentage of AUM, hourly fees, and fixed fees. Blom & Howell does not identify as an active ESG investor and is not registered as a multi-state adviser.