Summary
Financial Planning LLC
Founded in 2009
Description
A to Z Financial Planning LLC is a fee-only investment RIA firm that provides comprehensive financial services.
Strengths
- Financial Planning LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Financial Planning LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Financial Planning LLC's annual revenue
$2779000
Based on Kona Equity data
-
Revenue per employee
$347375
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$288846
-
Revenue growth rate from first known quarter to current
-39.4%
Employee Count
8 employees
-
Employee growth rate from first known quarter to current
-45.2%
Executives
Elizabeth Stamatakos
Financial Advisor
e**@a2zplanning.comNancy Jacques
Administrative Assistant
n**@a2zplanning.comAndrea Monaghan
Customer Services Associate
a**@a2zplanning.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Financial Planning LLC
- Category: Investment management
- Industry: Financial planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Oak Creek Small Financial planner in Oak Creek Mid-size Financial planner in Oak Creek Investment management in Oak Creek Small Investment management in Oak Creek Mid-size Investment management in Oak Creek
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By State WI Small companies in WI Investment management in WI Small Investment management in WI Mid-size Investment management in WI Small Financial planner in WI Mid-size Financial planner in WI
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
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Firmographic data G Score of 4 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Financial Planning LLC's headquarters are located at 7071 S 13Th St. Ste. 104 104 Oak Creek, WI 53154.
Financial Planning LLC's official website is a2zplanning.com
Financial Planning LLC's annual revenue is $2.8 M.
Financial Planning LLC's SIC: 62
Financial Planning LLC's NAICS: 523; 52.
Financial Planning LLC has 8 employees
Financial Planning LLC is in the industry of Investment management.
