Paraklete Financial aims to help clients make informed financial decisions through education and integrated financial planning. Paraklete collaborates with clients' existing legal, tax, and investment advisors to create a comprehensive plan. Paraklete does not sell products or manage assets, focusing solely on providing unbiased financial advice. Services are marketed through a network of professionals like CPAs and attorneys.
Assets Under ManagementN/A
Clients69
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Simple financial plan - up to $25,000, involving approximately 40 hours of work and multiple meetings with the client and their other service providers.
- Intermediate complexity financial plan (virtual unbundled multi-family office) - $96,000, including four personal financial plans, one business plan, selection of outside advisors, creation of a family social media policy, and five unique websites, encompassing approximately 160 hours of time.
- Most complex financial plan (virtual unbundled single-family office) - $174,000, including five personal financial plans, one business plan and creation of the single-family office, selection of outside advisors, creation of a family social media policy, and six unique websites, encompassing approximately 290 hours of time.
Annual Retainer:$3,000 - $150,000/year
One-Time Plan:$3,000 - $200,000
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