Overview
Assets Under Management: $161 million
Headquarters: MODESTO, CA
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
BLOM & HOWELL FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311830), BLOM & HOWELL FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
BLOM & HOWELL FINANCIAL PLANNING, INC. is headquartered in MODESTO, CA.
BLOM & HOWELL FINANCIAL PLANNING, INC. serves 50 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, BLOM & HOWELL FINANCIAL PLANNING, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BLOM & HOWELL FINANCIAL PLANNING, INC. manages $161 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, BLOM & HOWELL FINANCIAL PLANNING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.57%
Average Client Assets: $1.7 million
Total Client Accounts: 937
Discretionary Accounts: 859
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 311830
Filing ID: 2045279
Last Filing Date: 2026-01-30 15:40:29