C. B. Bond Financial Planning provides financial planning and investment advice to individuals. Services are provided on a flat fee basis with startup and ongoing tasks, although limited hourly or project engagements are also performed. Startup tasks include goal setting, initial financial planning, investment recommendations, and account setup. Ongoing services include financial and investment reviews, tax return preparation, and employee benefit selections. Mr. Bond works with clients virtually.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$2,400 - $9,000/year
One-Time Plan:$1,500 - $10,000
Hourly Rate:$225/hr
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