Comprehensive financial planning is offered for a yearly fee between $5,500 and $15,000, billed quarterly. This includes Rothology or Rothology Legacy services.
A la carte financial planning modules are available for $2,000 each, with additional modules costing $1,500 each if purchased at the same time. A $1,000 set-up fee may apply.
Eagen, MN
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel volunteers as a money mentor for low-income families through Prepare and Prosper, providing financial coaching. This takes a few hours per week and is not investment-related.