Stuart
Petty
Core Planning
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About this Advisor
Stuart Petty is a financial advisor based in Henderson, Nevada, working with Core Planning. Stuart has previously held positions at Bridgestone, Stuart Petty Investments, Provantage Properties, Desert Crest Financial, Innovation Partners LLC, Ip Financial Advisory Services, and Core Planning LLC. Stuart has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Florida, Idaho, Minnesota, Missouri, Nevada, New Mexico, North Carolina, Oregon, Texas, and Utah. Currently, Stuart is part of Core Planning, which operates out of Henderson, Nevada. The firm has 32 employees and manages assets totaling $121.5 million. Core Planning serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Core Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Planning Brokerage Details
$121,451,500
32
884
$137,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stuart Petty Work History
Core Planning LLC
Ip Financial Advisory Services
Desert Crest Financial
Innovation Partners LLC
Bridgestone
Provantage Properties
Stuart Petty Investments
Disclosures
Please visit the SEC profile of Stuart Petty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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