Rupa Pereira is a CFP-designated registered investment advisor at Fwj Planning LLC, based in Apex, NC, with 3 years of industry experience. Rupa 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 12 clients.
Compensation
Firm Size
IM Fee
Fee Structure
FWJ Planning offers ongoing financial planning services where clients work one-on-one with a planner for a fixed periodic fee. The planner helps develop and implement the plan, monitors it, recommends changes, and ensures it's up to date. Clients receive a detailed financial plan and the planner monitors the client's financial situation and goals throughout the year.
Check-in fees are billed in advance of the preferred periodic interval:
- Monthly: $175
- Quarterly: $125
- Semi-Annual: $100
- Comprehensive financial plan — $4,000 to $6,000, depending on the complexity of the client’s financial situation.
- Annual plan refresh for returning clients — $2,000
- Hourly financial planning — $250/hour with a 3-hour minimum for a fixed-scope engagement.
Location
Apex, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fwj Planning LLC
State Registrations2 states
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