Ann
Fagan
Symphony Financial Planning LLC
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About this Advisor
Ann Fagan is a certified financial planner who works in Davis, California who has 5 years of industry experience. Fagan is an advisor for Symphony Financial Planning LLC. During their career, the advisor has held roles at Fagan Financial Planners, M Holdings Securities, Inc, Cozad Asset Management and Symphony Financial Planning, LLC. Fagan has a Series 63 license, designating them as a securities broker, and can operate in California and Texas. Symphony Financial Planning LLC is an advisory firm operating out of Davis, CA. It controls $189 million in total assets among its 535 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 535 accounts, 37% belong to high-net-worth clients who have more than $1 million in investable assets. Symphony Financial Planning LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on the type of services. However, fee types charged by Symphony Financial Planning LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symphony Financial Planning LLC Brokerage Details
$188,549,256
7
535
$352,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Ann Fagan Work History
Ann has been registered as a financial advisor for 5 years.*
Symphony Financial Planning, LLC
Fagan Financial Planners
M Holdings Securities, Inc
Cozad Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Fagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Symphony Financial Planning LLC
Davis, CA
Davis, CA
Davis, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
