Brand New Day Wealth Planning (BNDWP) provides financial planning services to individuals. BNDWP is a fee-only firm, meaning it only gets paid by its clients for its services. BNDWP offers comprehensive financial plans, ongoing financial planning, and project-based financial planning. BNDWP does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
BNDWP offers ongoing financial planning for a recurring monthly fee, ranging from $100 to $500. The fee depends on the client's needs, complexity, and the time and resources required.
- Comprehensive financial plan — $3,500 - $6,500, depending on the client's needs and complexity.
- Project-based financial planning — $2,000 - $3,000, or $250 per hour, depending on the project.
Annual Retainer:$1,200 - $6,000/year
One-Time Plan:$2,000 - $6,500
Hourly Rate:Up to $250/hr
Loading...
