Second Half Financial Partners, Llc
Sebring, Florida
Second Half Financial Partners, LLC, a trusted local investment advisory firm based in Sebring, FL, is dedicated to providing comprehensive financial solutions to individuals and employers alike. With nine highly skilled employees, including five experienced investment advisors, they are well-equipped to deliver personalized advice and guidance. Setting themselves apart from the industry average, Second Half Financial Partners boasts an impressive average of approximately $783,560,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their success with that of their clients,...
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Assets Under Mgmt

$242.7M

Investment Professionals

5

Locations

0

% 401K & Individual

64%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Disclosures
Orders brought against in connection to investment related activities (10yrs)
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