Comprehensive Financial Planning for Doctors

Company Description (LinkedIn): We specialize in working with physicians, dentists, and other healthcare professionals nationwide to help them achieve and maintain financial security. As fiduciaries, we always place the best interests of our clients first. To learn more, visit our website at https://www.CFPforDoctors.com.

• ⏳ Active Since:
• 📍 Location: Frisco, Texas
• 🔢 Employee Count: 1
• 👥 Followers: 2

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Educational seminars/workshops
• Other

💲 Compensation Options

• Fixed fees (other than subscription fees)
• Other

Accounts

• 💰 Total AUM ($Millions): 0
• 🧾 Number of accounts: 4
• 🛍 Average Account Size: $56,998

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.cfpfordoctors.com