Dresner Financial Planning
RIAState Registered
Total AUM
$1M
Discretionary
$0
0% of AUM
Avg account
$333K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169285
- Website
- www.clergyplanning.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dresner Financial Planning operates as an independent registered investment advisor (RIA) and is structured as a sole proprietorship. The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored to the needs of individuals and small businesses. The firm utilizes a fee structure based on a percentage of assets under management (AUM) and hourly charges, which allows for flexibility in pricing depending on client needs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other90%
- Exchange Traded Equities10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Synergy Capital Management, LLC
RIAAUM $1MTEAM 1REPS 1
Farid Consulting
RIAAUM $1MTEAM 1REPS 1
Acorn Financial Planning
RIAAUM $1MTEAM 1REPS 1
Fulcire Wealth Management, LLC
RIAAUM $1MTEAM 1REPS 1
Contrarian Labs Inc.
RIACovina, CA
AUM $1MTEAM 1REPS 1
The Spano Group Wealth Managers
RIAPresident Ceo, WV
AUM $1MTEAM 1REPS 1