Valerie Gospodarek is a CFA-designated registered investment advisor at Vg Financial Consulting, LLC, based in Lafayette, CA, with 18 years of industry experience. Valerie 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. Their firm serves 18 clients.
Compensation
Firm Size
IM Fee
Fee Structure
VG Financial Consulting offers ongoing relationships to clients who have received a comprehensive financial plan, with the following options:
- Option 1 (Annual): $300/year, includes one 1-hour call and access to a personal financial website for 12 months. Additional services are billed at $300/hour.
- Option 2 (Quarterly): $1,200/year, includes four 1-hour calls and access to a personal financial website for 12 months. Additional services are billed at $300/hour.
- Option 3 (Ad Hoc): $100/year, includes access to a personal financial website for 12 months. Additional services are billed at $300/hour.
- A La Carte Services: $300 per hour with a five-hour minimum.
- Standard Comprehensive Financial Plan: $5,000 - $15,000
- Enhanced Comprehensive Financial Plan: $6,000 - $18,000
- Premier Comprehensive Financial Plan: $7,500 - $30,000
- Extensive cost basis research may incur additional fees at $300/hour.
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Valerie is an independent contractor providing consulting services to Schmerling Financial Group's executive compensation clients. The time commitment is variable and project-dependent.
Employment History
Current Registrations
Vg Financial Consulting, LLC
Previous Registrations
Wilmington Trust Investment Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.