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Lighthouse Financial Planning, LLC

Headquartered in POTOMAC, MD

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Firm Information

Lighthouse Financial Planning, LLC is a Registered Investment Advisor (RIA) with approximately $16.6 million in assets under management. The firm offers a range of financial planning services, including portfolio management for individuals and pension consulting. They cater to both high-net-worth individuals and individuals other than high-net-worth clients. Lighthouse Financial Planning, LLC also provides educational seminars.

Lighthouse Financial Planning, LLC

$16.60M

Assets Under Management

17

Total Clients

1

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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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.

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other

Flat fee based primarily on intangible assets

Branch Locations (1)

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

POTOMAC, MD

Advisors at Lighthouse Financial Planning, LLC

View All 1 Advisors
Unclaimed
Barry Reuel Korb

CFP®, RA

POTOMAC, MD

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Disclosures

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

Frequently Asked Questions (7)

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