The Financial Advisory Group provides financial planning services to individuals and families. They evaluate asset and liability analysis, income tax planning, risk management, estate planning, retirement and education planning, and other goal funding analysis to develop a comprehensive financial plan. They also prepare segmented plans addressing one or more of these areas. The firm assists with the implementation of the plan for the contract period.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After the first year of financial planning services, clients are transitioned to a monthly financial consulting service based on an hourly rate.
- Cash Flow Plan: $2,000
- Retirement Plan: $4,000
- Comprehensive Plan: $6,000
One-Time Plan:$2,000 - $6,000
Hourly Rate:$100 - $300/hr
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