Kusske Financial offers financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clients make the final decisions on investments. The firm also provides hourly planning services for a limited scope of work.
Assets Under Management$3.2M
Clients12
Advisors5
Avg. per Client$260K
Avg. per Advisor$630K
Fee Structure
- Financial Plan: The fee ranges from $750 to $2,500 and is negotiable, depending on the complexity of the client's situation. Follow-up implementation work is billed separately per hour or by retainer.
- Hourly Planning: For limited scope engagements, the hourly rate ranges from $250 to $350.
One-Time Plan:$750 - $2,500
Hourly Rate:$250 - $350/hr
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