Assets Under Management
N/A
Number of Clients
61
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Remedios Financial Planning is a fee-only firm offering hourly advice on cash flow, retirement planning, investment review, tax, and estate planning. They provide educational workshops and work with clients to determine their financial needs and goals. Clients retain full discretion over implementation decisions.
They charge $400 per hour for limited scope planning, billed in 6-minute increments. Project-based planning fees are based on the hourly rate multiplied by the estimated time to complete the agreement.
Four Embarcadero Center, Suite 1400, San Francisco, CA, 94111