Carol Acker is a CFP-designated registered investment advisor at Nancy K Weeks Associates, LLC, based in Redwood City, CA, with 22 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
NKW offers financial planning services on a fixed retainer fee basis. The fees are negotiable and depend on the time spent, the complexity of your situation, the amount of research, services requested, and staff resources. After completing a financial plan, you can choose to have NKW help implement the plan and provide ongoing services for a fixed fee, estimated at 0.25% of your net worth annually, divided into four payments. This fee covers ongoing monitoring of accounts, quarterly reports, periodic meetings, and communication with other advisors.
NKW offers financial planning services on a flat fee basis. The typical comprehensive plan ranges from $10,000 to $30,000. Hourly rates range from $450 to $600 per hour, billed for subsequent plans or extensive plans involving private equity, alternative investments, options modeling, concentrated stock positions, and complex estate planning illustrations.
Location
501 Seaport Court, Suite 101, Redwood City, CA, 94063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nancy K Weeks Associates, LLC
State Registrations1 state
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