Accountable Financial Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

112 Bellefield Ave, Westerville, Ohio, 4...

Phone Number

(937) 599-0012

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Accountable Financial Planning

Founded in 2009 and based in Westerville, Ohio, Accountable Financial Planning LLC offers comprehensive fee-only financial planning and investment management services to individuals and families at various life stages. The firm prioritizes client interests, providing unbiased advice without commissions or product sales, ensuring a fiduciary standard of care. Their services include investment advice, retirement planning, tax preparation, and more, tailored to meet the unique needs of clients across Ohio and beyond. With a commitment to transparency and client education, they aim to simplify financial lives and help clients achieve their financial goals.Explore more
Accountable Financial Planning's Social MediaPopular SearchesAccountable Financial Planning LLCAccountable Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Accountable Financial Planning Org Chart

PhoneEmail
AK
United States flag for contact location.

Principal, CFP

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Accountable Financial Pla...

<$5M
1-10
Private
-
2009
AK
Andrew KernsPrincipal, CFP
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Accountable Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Accountable Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Accountable Financial Planning.

Accountable Financial Planning Tech Stack

A closer look at the technologies used by Accountable Financial Planning

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Frequently Asked Questions Regarding Accountable Financial Planning

What is Accountable Financial Planning's official website?
Accountable Financial Planning's official website is www.accountablefp.com
What is Accountable Financial Planning's Revenue?
Accountable Financial Planning's revenue is <$5 Million
What is Accountable Financial Planning's SIC code?
Accountable Financial Planning's SIC: 62,628
What is Accountable Financial Planning's NAICS code?
Accountable Financial Planning's NAICS: 52,523
How many employees does Accountable Financial Planning have?
Accountable Financial Planning has 1-10 employees
What industry does Accountable Financial Planning belong to?
Accountable Financial Planning is in the industry of: Finance, Securities Trading
What is Accountable Financial Planning competition?
Accountable Financial Planning top competitors include: Court Place Advisors, Southport Station Financial Management, Copper Canyon Wealth Management, River Hills Wealth Management
What technology does Accountable Financial Planning use?
Some of the popular technologies that Accountable Financial Planning uses are: WordPress.org, PHP, Google Font API, jQuery Migrate
How do I contact Accountable Financial Planning?
Accountable Financial Planning contact info: Phone number: (937) 599-0012 Website: www.accountablefp.com
What does Accountable Financial Planning do?

Founded in 2009 and based in Westerville, Ohio, Accountable Financial Planning LLC offers comprehensive fee-only financial planning and investment management services to individuals and families at various life stages. The firm prioritizes client interests, providing unbiased advice without commissions or product sales, ensuring a fiduciary standar... d of care. Their services include investment advice, retirement planning, tax preparation, and more, tailored to meet the unique needs of clients across Ohio and beyond. With a commitment to transparency and client education, they aim to simplify financial lives and help clients achieve their financial goals.Read More

What are Accountable Financial Planning social media links?
Accountable Financial Planning Linkedin page
Is Accountable Financial Planning a public company?
Accountable Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Accountable Financial Planning

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