Stanhouse Financial Planning and Management, LLC

Overview

Stanhouse Financial Planning and Management, LLC is a state registered investment adviser based in Duluth, GA, registered since 2009. It reports $33.3M in assets under management across 80 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$33.3M

Discretionary

100%

Accounts

80

Average account

$416K

Employees

1

Advisory reps

1

Registered since

2009

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• James Brian Stanhouse Manager CRD 5672650

Advisory reps 1 of 1

• James Brian Stanhouse Investment Adviser Rep CRD 5672650

Location

County

Gwinnett

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: stanhousefp.com

Every state, with registration dates

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