Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Nine Inning Finance, LLC offers financial planning services, providing advice on cash flow and budgeting, education funding, retirement, risk management, estate planning, and charitable giving. They also provide periodic educational workshops. The firm does not have discretionary authority or custody of client funds.

Fee Structure

For the initial financial plan, Nine Inning Finance charges a fee range of $5,000 - $7,500. Thereafter, clients may engage in our annual service billed semiannually in advance at a flat rate of $1,250 - $1,500 on a recurring basis.

Annual Retainer:$2,500 - $3,000/year
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingDivorce Planning
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Location

MD, United States

1 Advisors at this firm

Nine Inning Finance | TrueAdvisor