Financial planning fees range from $1,000 to $100,000 based on net worth and complexity, or $100 to $500 per hour. General consulting fees are negotiated separately.
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Learn about disclosures →Jonathan is involved with Sageview Advisory Group, LLC, focusing on retirement plan consulting. He is also an advisory representative for Sageview Private Client Group, dedicating about a quarter of his time to asset management. Additionally, Jonathan is a partner in Powder Capital, LLC, a real estate business, spending minimal time buying and selling residential and commercial real estate.