How do you price your financial planning services?

Answer: Hourly rates are $250 per hour for services rendered by a Certified Financial Planner® (CFP). Ongoing retainer clients pay a fee which is based either on a percentage of assets under management or a minimum quarterly fee. Comprehensive financial plans will be billed at $250 per hour or billed at a fixed dollar amount (but only as agreed to in advance.) This information can also be viewed in the ADV Part II which is posted on our web site under Client Resources.

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