About Variplan, LLC
I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.
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General Information
Firm Start Year
2000
CRD#
2730873
Firm CRD#
143361
Name of Custodial Firm
Schwab
Years of Experience in Financial Services
27
Number of Years with Current Firm
24
Work with the following types of clients
Non-Profit Organizations, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
185
Firm's Number of Planning Clients
185
Firm's Number of Managed Clients
185
Assets Managed by Firm
$300,000,000
Advisor's Number of Clients
190
Advisor's Number of Managed Clients
190
Advisor's Number of Planning Clients
190
Assets Managed by Advisor
$370,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Hourly, Flat Fee
Hourly Rate
$265
Minimum Fee Charged for Hourly Planning Accounts
$530
Education
BS Geology -
Virginia Tech
-
MBA (Finance) -
George Mason University
-
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886623/financialplanners-Variplan,-LLC-detailed-disclosure.html