Charles Bond is a CFA, CFP-designated registered investment advisor at C.B. Bond Financial Planning, INC., based in Greensburg, PA, with 29 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Startup tasks — Fees range from $1,500 to $10,000 depending on net worth and complexity. These tasks include goal setting, initial financial planning, investment recommendations, and account setup.
- Ongoing tasks — Monthly fees range from $200 to $750 depending on net worth and complexity. These tasks include financial and investment reviews, tax return preparation, and employee benefit selections.
- Hourly planning — $225 per hour.
- Tax return preparation — $225 per hour, plus $30 for each federal return and $15 for each state return.
- Financial paraplanner services — $135 per hour.
Location
Greensburg, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
C.B. Bond Financial Planning, INC.
State Registrations2 states
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