Founded Wealth Planning

Financial Services • Oklahoma City, Oklahoma, United States • 1-10 Employees

Company overview

Headquarters	4801 Gaillardia Pkwy, Suite 200, Oklahoma City, Oklahoma 73142, US
Phone number	+14059604640
Website	foundedwealthplanning.com
NAICS	52
Founded	2024
Employees	1-10

Key Contact at Founded Wealth Planning

Joseph Hendrix

Founder | President

Founded Wealth Planning Email Formats

Founded Wealth Planning uses 1 email format. The most common is {first name} (e.g., john@foundedwealthplanning.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@foundedwealthplanning.com	100%

About Founded Wealth Planning

Founded Wealth Planning specializes in providing comprehensive financial planning and financial life management services to business owners, corporate executives, and people in a state of financial transition such as retirement, loss of a spouse through death or divorce and inheritances. Our team has a broad depth of knowledge covering all aspects of our client's financial lives. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Founded Wealth Planning is separately owned and operated, and not independently registered as an investment adviser. Please follow this link to additional disclosures: https://www.raymondjames.com/legal-disclosures/social-media-disclaimer-icd

Founded Wealth 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

Founder/Owner

Employees by Department

Founded Wealth Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Founded Wealth Planning has never raised funding before.

Frequently asked questions

Founded Wealth Planning is located in Oklahoma City, Oklahoma, US.

You can reach Founded Wealth Planning at +14059604640.

Founded Wealth Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Founded Wealth Planning

Joseph Hendrix

Founder | President

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