Eplanning Advisors Inc is an internet adviser based in Roseville. It manages $30.33 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2001.
Eplanning Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eplanning Advisors Inc is $30.33 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eplanning Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gibbs Walter Brown has been acting as President since 1 Aug 1998. Linda Marie Sechser joined the executive team most recently as the Vice President & Cco.
The principal office where Eplanning Advisors Inc performs its advisory services is located at 3017 Douglas Boulevard, Roseville, CA 95661, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-677-0177 or by fax 916-677-0150. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.eplanning.com.