Bricker Financial Planning
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
527 Market St, East Liverpool, Ohio, 439...Phone Number
(330) 708-9208Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Bricker Financial Planning
Bricker Financial Planning is an independent financial advisory firm that prioritizes client interests by offering zero trading fees and low portfolio costs. They operate under a fiduciary standard, ensuring transparent financial advice without any commission-based incentives. The firm aims to provide high-level, proactive planning services to clients, emphasizing clarity in their fee structure, which is an Asset Under Management fee of 1% per year. Their target clients are individuals seeking trustworthy financial guidance and personalized investment advice.Explore more
Bricker Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1999
DW
David WoolpertInvestment Manager, Financial & Planner & Lpl Registered Principal
Company Profile Activity
Activity Insights
Bricker Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bricker Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bricker Financial Planning.
Bricker Financial Planning Tech Stack
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Bricker Financial Planning is an independent financial advisory firm that prioritizes client interests by offering zero trading fees and low portfolio costs. They operate under a fiduciary standard, ensuring transparent financial advice without any commission-based incentives. The firm aims to provide high-level, proactive planning services to clie... Read More
