Where is Allison Brentwood Financial Planning registered?
Our firm is a Registered Investment Advisor, in the State of Maryland. We must comply with a number of regulations designed to protect the consumer. One important thing to request from a prospective advisor is their ADV Part II. This document contains important information about the planners qualifications, fiduciary duties, history of any past violations, etc.
Related Questions
- I understand the Allison Brentwood Financial Planning is affiliated with the Garrett Planning Network. What is the Garrett Network?
- If I use Allison Brentwood Financial Planning to develop a financial plan, am I obligated to purchase the recommended products?
- Where is Allison Brentwood Financial Planning registered?
