Resource Consulting Group offers personalized financial planning and investment advice. They take a holistic approach to understand each client's goals and circumstances. Services include cash flow and debt management, tax planning, insurance review, investment advice, education funding, retirement planning, real estate issues, charitable giving, and estate planning. The firm is fee-only and does not manage assets directly, but advisors are affiliated with a broker/dealer for asset management services.
Assets Under ManagementN/A
Clients30
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Complete financial plan — Fees range from $3,000 to $10,000+ based on net worth, covering various aspects of financial affairs.
- Financial plan updates — $800 to $1,100 per meeting, depending on net worth, with frequency varying from once to 3 times per year.
- Modular financial plan — $750 for balance sheet review plus one planning topic, with an additional $500 for each subsequent topic. For example, three topics cost $1,750.
- Qualified Retirement Plan (QRP) Consulting - Minimum annual fee of $600, actual fee is determined based on the total dollar amount in all QRPs, the number of investment options available for client selection, and the percentage that all QRP assets comprise of total investment assets.
- Hourly consultations — $225 per hour for limited scope engagements.
One-Time Plan:$3,000 - $10,000
Hourly Rate:$225/hr
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