529 PLANS
Shawn Williamson - Financial Professional
GOLD Financial Professional
Shawn Williamson
CFP®Contact Info:
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
Securities are offered through The Strategic Financial Alliance, member FINRA/SIPC. Investment advisory services are offered through Acorn Financial Advisory Services an SEC Registered Investment Adviser. Allegiance Financial Group, SFA, and AFAS are unaffiliated.
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) |
| 3 | Utah | my529 |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Alaska | T. Rowe Price College Savings Plan |
| 2 | Alaska | University of Alaska College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 4 | Alaska | T. Rowe Price College Savings Plan |
