Financial Lifemaps

Fixed/Hourly

Financial LifeMaps, led by Richard Hopkins, offers comprehensive financial planning services to individuals. These services include investment advice, spending strategies, debt management, college savings, tax planning, retirement planning, and estate planning. Financial LifeMaps operates on a fee-only basis, meaning it only receives fees directly from clients and does not sell financial products or receive commissions.

Assets Under Management$8.4M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.4M

Fee Structure

Financial LifeMaps offers investment advice as part of its consulting projects and ongoing financial planning services. For consulting projects, you'll pay $60 per hour. For ongoing planning, the initial fee is typically $800 or more, and the annual retainer fee in following years depends on how often your financial model is updated. These fees are not based on your assets or net worth.

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Location

1 Advisors at this firm

Financial Lifemaps | TrueAdvisor