Combine Ongoing Financial Planning and Investment Management into one package.
AUM Fee 0.9%-1.25%*(Recommended Minimum $150,000)
All Investment Management, plus:
*tiered fee schedule
AUM Fee 0.7%(No Minimum)
*MoneyGuidePro portal with initial setup and annual review available on requestContact Me
$300/hr(2 Hr Minimum)
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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