Know My Plan
Investment Management • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 11215 N Community House Rd, Woodward Building, Suite 775, Charlotte, North Carolina 28277, US |
| Phone number | +17042439376 |
| Website | |
| NAICS | 5231 |
| Keywords | College Planning, Life Insurance, Estate Planning, Investment Management, Long-Term Care, Cash-Flow Planning |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Know My Plan
William Miller
Director of Operations
About Know My Plan
Our goal is to work with you to build a financial plan that you understand and that you are confident in. Typically, we work with the following: • Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business. • H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet. These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save. • The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
Know My Plan revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Know My Plan has never raised funding before.
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