Applied Financial Planning, INC.

Fixed/Hourly

Applied Financial Planning, Inc. offers tax preparation and tax planning services tailored to individual client needs. These services may include income tax planning, financial statement analysis, recommendations, and observations. Applied Financial Planning does not offer legal or accounting services, nor does it implement investment recommendations. William C. O’Connor owns the firm.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

One-Time Plan:$1,000 - $10,000
Hourly Rate:Up to $480/hr
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Location

1 Advisors at this firm

Applied Financial Planning, INC. | TrueAdvisor