Blom & Howell Financial Planning, Inc.

Blom & Howell Financial Planning, Inc. is a registered investment adviser offering comprehensive wealth management services through a wrap fee program. The firm provides tailored portfolios of diversified assets, including stocks, bonds, mutual funds, ETFs, and REITs, based on clients' financial goals and risk tolerance. Financial planning services cover various areas such as investment, retirement, estate, charitable, education, tax planning, and more. The firm charges a maximum annual fee of 1.00% of assets under management, inclusive of brokerage and transaction charges. Clients can engage in estate planning services at a flat rate of $0 - $1,500. The firm serves individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations, and pension and profit-sharing plans with no minimum account value requirement. Blom & Howell does not recommend third-party portfolio managers and manages client accounts directly, offering both discretionary and non-discretionary services. The firm's investment strategies include long-term purchases, short-term purchases, debt securities, equity securities, ETFs, and mutual funds. Clients have the option to engage in margin transactions. The firm's IARs monitor client accounts regularly and encourage proactive client communication. Adviser does not accept performance-based fees and has no disciplinary events. Clients receive account statements directly from the custodial broker-dealer and can contact the firm's portfolio managers without restrictions.