Scaled Finance provides hourly financial planning services. SF helps clients with financial goals, cash flow, debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. SF may recommend third-party professionals but does not receive compensation from them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Scaled Finance offers project-based financial planning services on an hourly basis. The hourly rate is $250, and the final fee will be agreed upon in the advisory contract. Clients are responsible for implementing the financial plan.
Hourly Rate:$250/hr
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