Cowtown Financial Planning
Financial Services • 
Fort Worth, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 300 College Ave, Fort Worth, Texas 76104, US |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Estate Planning, Retirement Planning, Financial Planning, Risk Management, Succession Planning, Tax Reduction Strategies |
| Employees | 1-10 |
Key Contact at Cowtown Financial Planning
Mark Small
Wealth Management Advisor--Managing Director, Dallas Area Markets
About Cowtown Financial Planning
Cowtown Financial Planning, LLC is an independent financial services, wealth management, and consulting firm located in Fort Worth, TX. While we work with clients nationwide, we are committed to helping families in our community thrive. We focus on families building wealth and small business owners by building comprehensive financial plans that help our clients live their best lives and achieve their goals. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Elevation Financial Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures www.kestrafinancial.com www.finra.org
Cowtown Financial Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cowtown Financial Planning has never raised funding before.
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