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Secondhalf Planning & Investment, LLC

Secondhalf Planning & Investment, LLC

Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Oct. 9, 2019
    • $12.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 35
      number of clients
    • $355.5K
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Larry McClanahan, CFP®, ChFC, CLU, CASL
June 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mcclanahan Tax & Advisory LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Larry Gene Mcclanahan Managing Member - Cco April, 2013 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees