Pulse Financial Planning, LLC
Company Description (LinkedIn): Pulse Financial Planning helps healthcare professionals organize, invest, and protect their finances.
Pulse Financial Planning was founded with a commitment to 4 core principles:
Fiduciary We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).
Fee-Only The only compensation we receive is directly from our clients. We never accept compensation from 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.
CFP By hiring a CFP, you know you are working with someone that has financial planning experience, gone through extensive schooling, passed a board exam, and has taken an oath to place the interest of their clients ahead of their own.
No Minimums We believe everyone deserves good financial advice, regardless of how much money you have saved. We offer competitively priced financial planning packages for those looking to get their finances on the right track.
Pulse Financial Planning is proud to be a member of The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Fee-Only Network and a recommended advisor on The White Coat Investor.
- ⏳ Active Since:
- 📍 Location: Rochester, MN
- 🔢 Employee Count: 1
- 👥 Followers: 7
From WCI application:
- Services Offered:
Services: Financial planning, investment management - View full WCI application 🔗
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
💲 Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 7
- 🧾 Number of accounts: 20
- 🛍 Average Account Size: $332,710
View more details on Wealthminder 🔗