Lenet Rivas is a CFP-designated registered investment advisor at Blue Otter Financial Planning, based in Decatur, GA, with 5 years of industry experience. Lenet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Individual Educational Session — $250 for a 60-minute one-on-one session covering a selected financial topic
- Budget Blueprint — $2,500, paid in six equal installments, for a customized budgeting engagement with six monthly follow-up meetings
- Budget and Spending Analysis — $5,000, paid in six equal installments, for comprehensive spending analysis and budgeting with six monthly follow-up meetings
- The Financial Snapshot — $4,000, paid in three equal installments, providing an overview of savings, investment allocation, insurance, and long-term projections
- The Financial Blueprint — $6,000, paid in four equal installments, including everything in the Financial Snapshot plus education planning, scenario analysis, investment recommendations, and implementation support
- The Legacy Plan — $8,000 to $10,000, paid in four equal installments, covering retirement distribution planning, long-term care, estate planning, and tax strategy analysis
- Hourly consulting — $200 per meeting for recurring monthly meetings or $250 per meeting for recurring quarterly meetings
Location
Decatur, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Otter Financial Planning
Previous Registrations
Cresset Asset Management, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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Exams
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