Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Baltimore, MD
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Learn about disclosures →John is an independent contractor for Williams Asset Management, an investment-related RIA, since January 2024. He spends about 60% of his time during trading hours training new paraplanners, dedicating nearly full-time hours to this role.