Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Suwanee, GA
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Chelsea is VP of Marketing and Strategic Development at Senior Market Sales, focusing on business development between Sequent Planning and Alliant Registered Investment Advisers, spending a few hours per week. She also volunteers for BEATs Inc. and serves on the Laural Springs HOA board, dedicating minimal time to each.