Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
The Financial Advisory Group, Ltd. provides financial planning services on a fee basis to individuals and families. They evaluate asset/liability analysis, income tax planning, risk management, estate planning, retirement, education planning, and other goal funding analysis. They also prepare segmented plans. After the first year, clients transition to a monthly financial consulting service based on an hourly rate.
After the first year of financial planning services, clients transition to a monthly financial consulting service based on the hourly rate of $100-$200 per hour.
Retirement plans cost $3,000-$4,000. Comprehensive plans cost $3,500-$4,500. Segmented plans may be lower. Hourly fees are $200/hour for a CFP and $100/hour for staff.
45 Wyntre Brooke Drive, York, PA, 17403