Discover Financial Planning Revenue

Financial Services • Huntsville, Alabama, United States • 1-10 Employees

Discover Financial Planning revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Discover Financial Planning

Alan Markell

owner

Company overview

Headquarters	11410 Woodcrest Drive SE, Huntsville, AL 35803, US
Website	financialplanninghuntsville.com
NAICS	52
SIC	628
Keywords	Personal Financial Planning, Fee-Based, Comprehensive
Founded	2004
Employees	1-10
Socials

About Discover Financial Planning

investment management and fee-based, comprehensive, personal financial planning. Help clients identify and clarify their short and long term financial goals, then create a written financial plan to meet these goals. These goals involve retirement funding, risk management, investment management, minimizing taxes, funding the college education of children, and estate planning. Develop a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and select appropriate investments compatible with the client’s goals, needs, and attitude toward risk.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Discover Financial Planning has never raised funding before.

Discover Financial Planning Tech Stack

Discover the technologies and tools that power Discover Financial Planning's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

Nginx

Reverse proxies

OpenResty

Web servers

Frequently asked questions

Discover Financial Planning is located in Huntsville, Alabama, US.

Discover Financial Planning generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Discover Financial Planning has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Discover Financial Planning was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Discover Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Discover Financial Planning

Alan Markell

owner

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40,000 users