After the first year of financial planning services, clients transition to a monthly financial consulting service based on the hourly rate of $100-$200 per hour.
Retirement plans cost $3,000-$4,000. Comprehensive plans cost $3,500-$4,500. Segmented plans may be lower. Hourly fees are $200/hour for a CFP and $100/hour for staff.
45 Wyntre Brooke Drive, York, PA, 17403
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Learn about disclosures →Mary operates The Financial Advisory Group as a DBA for her LPL business and provides financial planning and consulting services through the same group as a Registered Investment Advisor, where she is also the Chief Compliance Officer. Mary also owns rental real estate property, dedicating minimal time to it.