Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Applied Financial Planning, Inc. provides tax preparation and tax planning services based on individual client needs. Services include income tax planning, financial statements, recommendations, and observations. They may also assist with federal, state, and local tax matters.
Fixed fees range from $1,000 to $10,000 depending on the complexity of the client's situation. The hourly charge is $480.
100 Pacifica #400, Irvine, CA, 92618