Accountable Financial Planning provides comprehensive financial planning advice and services to individuals and families. They offer investment advice, investment management, cash flow planning, debt management, retirement planning, education planning, tax planning, insurance analysis, and small business planning. Services are offered on a fixed-fee annual retainer or hourly basis. Accountable Financial Planning does not sell products or receive commissions.
Fee Structure
Accountable Financial Planning offers investment advice and non-discretionary investment management as part of their retainer engagements. They do not charge a percentage of your portfolio. Instead, you'll pay a flat annual fee for a coordinated set of financial planning services, including investment advice. In limited circumstances, they may offer services on an hourly fee basis.
