Summary

Flatiron Financial Planning

Description

Flatiron Financial Planning is a fee-only Registered Investment Advisory (RIA) firm that provides financial planning services to clients in Boulder, CO and beyond.

Strengths

  • There are no known strengths for Flatiron Financial Planning

Weaknesses

  • Flatiron Financial Planning has a very small market share in their industry
  • Revenue generated per employee is less than the industry average

Annual Revenue

Flatiron Financial Planning's annual revenue

$1107000

Based on Kona Equity data

  • Revenue per employee

    $276750

Employee Count

4 employees

Executives

G Score - 0

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.

Location

 
None None  None

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Busch Financial Planning

buschfinancialplanning.com
  • Location: Houston, TX
  • Annual Revenue: $1.1M
  • Employees: 4
  • Busch Financial Planning is an independent financial advisory firm located in suburban Houston that offers you objective financial advice by the hour, as you need it.

Ferguson-Johnson Wealth Management

fjwealthmanagement.com
  • Location: Rockville, MD
  • Annual Revenue: $1.3M
  • Employees: 5
  • The team of fee-only fiduciary advisors & financial planners at FJ Wealth Management puts you first. Get started today with a free consultation!

Piermont Wealth Management

piermontwealth.com
  • Founded in 2000
  • Location: New York, NY
  • Annual Revenue: $2.9M
  • Employees: 7
  • Piermont Wealth Management is a financial advisory firm located in Nassau County, New York. As a fiduciary, they specialize in developing investment and retirement solutions for clients of all ages. Their comprehensive and independent wealth management...

Constant Guidance Financial LLC

cgfadvisor.com
  • Founded in 2014
  • Location: North Attleboro, MA
  • Annual Revenue: $1.3M
  • Employees: 3
  • Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth

Horizons Wealth Management

horizonswealth.com
  • Founded in 2003
  • Location: Asheville, NC
  • Annual Revenue: $7.3M
  • Employees: 8
  • Horizons Wealth Management is a fee-only financial planning firm located in Asheville, NC and Greenville, SC. They specialize in providing objective and comprehensive financial planning services to help clients build, manage, grow, and protect their as...

Financial Lifestyle Management

financiallifestylemanagement.com
  • Location: Greenville, TX
  • Annual Revenue: $1.1M
  • Employees: 4

Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Flatiron Financial Planning.

See similar companies

Frequently Asked Questions


What is Flatiron Financial Planning's official website?

Flatiron Financial Planning's official website is flatironfinancialplanning.com


What is Flatiron Financial Planning's revenue?

Flatiron Financial Planning's annual revenue is $1.1 M.


What is Flatiron Financial Planning's SIC code?

Flatiron Financial Planning's SIC: 62; 628


What is Flatiron Financial Planning's NAICS code?

Flatiron Financial Planning's NAICS: 52; 523.


How many employees does Flatiron Financial Planning's have?

Flatiron Financial Planning has 4 employees


What industry does Flatiron Financial Planning belong to?

Flatiron Financial Planning is in the industry of Investment management.

Next step

Visitors review