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2ND Story Wealth Planners

Headquartered in PLYMOUTH MEETING, PA

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Firm Information

2ND Story Wealth Planners is a registered investment advisor with 2 investment advisor representatives. The firm manages $250,000 in assets for 4 clients, including individuals and high-net-worth individuals. They offer financial planning, educational seminars, and portfolio management for individuals.

2ND Story Wealth Planners

$250,000

Assets Under Management

18

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

2ND STORY WEALTH PLANNERS has a total of 1 branch locations across the country.
location

PLYMOUTH MEETING, PA

Advisors at 2ND Story Wealth Planners

View All 2 Advisors
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Nicole Camille Carson

CFP®, RA

PLYMOUTH MEETING, PA

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Tarif Jamal Carson

CFP®, RA

PLYMOUTH MEETING, PA

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Disclosures

There are no public disclosures for 2ND Story Wealth Planners.

Frequently Asked Questions (5)

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