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Auspicious Financial Planning, LLC

Headquartered in SAN RAMON, CA

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Firm Information

Auspicious Financial Planning, LLC is a registered investment adviser headquartered in San Ramon, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Auspicious Financial Planning manages approximately $235.12 million in assets for approximately 600 clients, including high-net-worth individuals and other individuals. They also participate in wrap fee programs.

Auspicious Financial Planning, LLC

2603 CAMINO RAMON

SAN RAMON, CA 94583

$235.12M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

Branch Locations (1)

AUSPICIOUS FINANCIAL PLANNING, LLC has a total of 1 branch locations across the country.
location

SAN RAMON, CA

Advisors at Auspicious Financial Planning, LLC

View All 2 Advisors
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Grace Wun Chen

RA

San Ramon, CA

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Louis Isaac Dagen

CFP®, CFC®, RA

SAN RAMON, CA

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Disclosures

There are no public disclosures for Auspicious Financial Planning, LLC.

Frequently Asked Questions (7)

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