Kruse Financial Strategy provides personalized financial planning services for individuals, families, and small businesses. As a fee-only firm, Kruse Financial Strategy is compensated solely by client fees and does not sell products or receive commissions. Services include setting financial objectives, cash flow management, tax planning, investment review, education funding, retirement planning, insurance review, and estate planning.
Fee Structure
Each year, clients will be asked to renew their planning engagement, and a new fee for the following year will be determined.
Kruse Financial Strategy charges either an hourly rate of $300 per hour or a fixed fee for a financial plan, typically ranging from $3,500 to $10,000. Fees may be higher or lower based on the complexity of the plan and are negotiable.