Bruce Robert Morrow

CFP

Sequent Planning, LLC

28 Years of Experience

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Firm Information

Sequent Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

74 advisors

Number of Clients

5,102 clients

Average Client Portfolio

$77K average

Assets Under Management

$394.7M

Fee Structure

Financial Plan Fee:From $500

Sequent Planning offers asset management services, financial planning services, and retirement plan services. Financial planning services are based on fixed fees or hourly fees. A limited-scope engagement is estimated to cost $500 and should take 2-4 hours to complete. The firm also receives solicitor fees from third-party money managers for client referrals.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching

Advisor Information

Office location

Saratoga Springs, NY

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Regulatory History (1)

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Employment Separation After Allegations

May 2005

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Other Business ActivitiesSells Insurance

Bruce is involved with Blue Chip Financial Group, focusing on life, health, and insurance, dedicating nearly full-time hours to this endeavor. Additionally, Bruce has been an insurance agent since 2017, offering insurance products and services to clients and prospects.