Powers Planning, LLC. is a large advisory firm based in Arlington Heights. It manages $34.23 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.
Powers Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Powers Planning, LLC. is $34.23 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Powers Planning, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Powers Planning, LLC. performs its advisory services is located at 215 N. Arlington Heights Road, Suite 100, Arlington Heights, IL 60004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-590-8340 or by fax 847-590-8370. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday.