Beth Dandrea is a CFP-designated registered investment advisor at Plumtree Financial Planning, based in Malvern, PA, with 12 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
PlumTree Financial Planning offers a long-term planning relationship for an annual fee, generally ranging from $460 to $1,000 per month, depending on the level and scope of services. This includes four meetings during the first year and quarterly reviews in subsequent years, with up to four meetings annually. Email and phone consultations are included at no extra charge.
PlumTree Financial Planning offers project-based services billed at an hourly rate of $295.00 per hour.
Location
101 Lindenwood Drive, Suite 225, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Plumtree Financial Planning
State Registrations1 state
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