Diamond NestEgg provides financial planning services, including personal coaching and advice on cash flow, budgeting, education funding, retirement, and risk management. They also offer personal finance courses and workshops for general informational and educational purposes. Diamond NestEgg does not manage investments or execute trades for clients.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Diamond NestEgg offers an annual retainer service for $12,000 per year, paid quarterly, to assist clients with planning action items after delivering a financial plan.
- One-off financial plan: $25,000 over four months, with a deposit of $6,250 or 25% of the estimated fee (whichever is greater) required at the time of engagement. The remainder is due within 30 days of invoicing after delivery of the plan.
- One-off consultation: $750 per hour, with a six-hour minimum. A deposit of $2,250 or one-half of the estimated fee (whichever is greater) is due upon execution of the engagement agreement, and the remaining portion is due within 30 days of invoicing after delivery of the advice or limited plan.
Annual Retainer:$12,000/year
One-Time Plan:$25,000
Hourly Rate:$750/hr
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