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Why Use This Tool?

FPA PlannerSearch Participants:

Phillip R. Denney, MBA, CFP®

Halbert Wealth Management

11719 Bee Cave Rd

#200

Austin, TX 78738

Phone: (512) 263-3800

Fax: (512) 263-3459

Household Income Minimum: $60,000
Investable Asset Minimum: $200,000

Specialties

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.