Kabat Advisory Group provides personalized financial planning and refers clients to third-party money managers. Financial planning includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Kabat Advisory Group does not manage client money directly.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered based on an hourly fee of $250 per hour.
- Financial planning services are offered based on a flat fee between $500 and $10,000 based on the complexity of the plan and the client’s needs.
One-Time Plan:$500 - $10,000
Hourly Rate:$250/hr
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