Remedios Financial Planning is a financial planning firm that provides hourly advice on topics like cash flow, retirement planning, investment review, tax planning, and estate planning. They also offer educational workshops. Remedios Financial Planning does not manage investments or have assets under management. They work with clients to determine their financial needs and goals, and provide recommendations, but clients retain full discretion over implementation.
Assets Under ManagementN/A
Clients53
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Limited scope planning engagement: Billed at $400 per hour, in 6-minute increments. A deposit may be requested.
- Project-based planning engagement: Fee is based on the hourly rate multiplied by the estimated time to complete the agreement. A deposit of up to 25% of the expected project cost may be requested.
Hourly Rate:$400/hr
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