Accountable Financial Planning LLC

More Info

Accountable Financial Planning LLC is an independent fee-only financial planning firm with locations in Westerville and Bellefontaine, Ohio that provides professional, comprehensive financial planning advice and services to a diverse set of individuals, families, and small businesses. Planning services are provided by Andy Kerns, CFP®. Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner, a NAPFA-Registered Financial Advisor®, and a Registered Investment Advisor Representative in the State of Ohio. We are entirely independent and work only for our clients. We are not affiliated with any insurance companies, banks, or brokers. We offer our services on a fee-only basis and seek to avoid all conflicts of interest. We do not sell any products and do not receive commissions or finders' fees of any kind. We do not charge fees based on a percentage of assets under management. Our fees are fully disclosed and agreed upon in advance of services. Our structure allows us to provide truly objective, unbiased recommendations and place the interests of our clients first at all times. We believe this type of service should be available to everyone, regardless of their net worth or investable assets and we strive to serve clients from all backgrounds and stages of life. Call to schedule free initial consultation.

Email

Email Business

Extra Phones

Bellefontaine: (937) 599-0012

Columbus / Westerville: (614) 259-7799

Toll Free: (877) 693-9376

Payment method

check

Neighborhood

Annehurst Village

Accreditation

National Association of Personal Financial Advisors

Other Link

http://www.accountablefp.com

Categories

Financing Consultants, Investment Advisory Service, Investment Management

Reviews

Details

Phone: (937) 599-0012

Address: 112 Bellefield Ave, Westerville, OH 43081

Website: http://www.accountablefp.com