Brickwork Financial Planning, LTD offers financial planning and consulting services to clients. These services involve analyzing a client's financial resources, needs, and goals to provide advice on managing their finances. Brickwork also offers ongoing retainer financial planning services and consulting for a fixed fee paid monthly or quarterly. Brickwork does not provide asset management services.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Brickwork Financial Planning offers ongoing retainer financial planning services and consulting for a fixed fee paid either monthly or quarterly in advance. The services may include tax planning, insurance review, inventory of assets, analysis of financial goals, portfolio analysis, retirement planning, and estate plan reviews.
- Individual planning modules range from $250 - $5,000 and include a one-hour consultation and a written summary of module objectives.
- Retirement Income Planning Engagement includes 2-3 in person meetings, Kolbe Report, Goal Planning Profile Outputs, Asset Allocation Report, Retirement Planning Outputs, and a written summary of planning recommendation.
- Hourly fee of $250 to $350 for financial planning/general consulting services.
One-Time Plan:$250 - $5,000
Hourly Rate:$250 - $350/hr
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