Edna J. Thompsen, CFP® provides personalized financial planning to individuals. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, investment allocation, retirement planning, social security planning, and estate planning. Edna J. Thompsen, CFP® also offers financial advice on a more limited basis, such as cash flow, retirement, or social security planning. She also assists businesses as a fiduciary advisor to their 401(k) plan.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $1,500 to $2,400, depending on the complexity of the client's situation.
- Hourly consulting — $175 per hour for financial consulting.
- Administration services — $75 per hour for services such as tracking income and expenses, balancing checkbooks, coordinating tax documents, and organizing estate planning documents.
One-Time Plan:$1,500 - $2,400
Hourly Rate:$75 - $175/hr
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