Company Overview
- Headquarters
- 159 Civitas Street, Mount Pleasant SC
- Website
- twentyfiftycapital.com
- Employees
- 3
- Founded in
- 2015
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Twenty Fifty Capital
Twenty Fifty Capital is a financial planning firm based in Mount Pleasant, South Carolina. Employing 5 to 9 individuals, the company generates annual revenue of $2.5 million. The firm provides fee-only, comprehensive financial planning services tailored to individuals and young families. Their services encompass a range of financial needs, from budget and risk management to retirement and college planning. Twenty Fifty Capital emphasizes personalized plans, adapting to clients' evolving circumstances and financial goals. Twenty Fifty Capital distinguishes itself by operating as a fiduciary, legally and ethically obligated to act solely in their clients' best interests. They prioritize creating "living" financial plans that adjust to life changes, emphasizing realistic savings, responsible spending, and a diversified, long-term investment strategy. To schedule a free consultation, visit Twenty Fifty Capital's website at twentyfiftycapital.com/schedule.
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 3 | Urban Honolulu, HI | ||
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| 3M | 6 | Dallas, TX | 2014 | |
| 3M |