Alana M Jennings

Trueplan Benefit and Retirement Advisors

20 Years of Experience

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Firm Information

Trueplan Benefit and Retirement Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

48 clients

Average Client Portfolio

$94.8M average

Assets Under Management

$4.6B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

HCSC may receive a flat-rate fee, an asset-based fee, or tiered-rate investment advisory fees. Fees are negotiable and may vary based on the client's circumstances. HCSC also receives consulting fees billed directly to the client on a fee-for-service basis. As a broker-dealer, HCSC receives distribution and service-based (12b-1) fees and other commissions in connection with the sale of securities and other investment products.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

Slingerlands, NY

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.