Flegal Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 332810
- Website
- www.flegalfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.68%
- Individuals18.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Flegal Financial Planning is an independent, individually owned registered investment adviser structured as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee models — percentage of assets under management, hourly fees, and fixed fees — and does not identify as an ESG-focused manager. It is not positioned as a multi-state adviser or a pension consultant and does not operate as a capital allocator or related-adviser network.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Flegal
Co-Founder & CCOCRD 7499381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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