Ashley Rittershaus is a CFP-designated registered investment advisor at Curious Crow Financial Planning, based in Revere, MA, with 2 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Curious Crow Financial Planning offers ongoing financial planning for a monthly fee ranging from $250 to $750, paid in arrears. The fee depends on the client's specific needs, complexity, time, research, and resources required. Clients can cancel with 15 days' written notice and will be responsible for payment of fees up to the date of termination, based on the percentage of work completed.
Curious Crow Financial Planning offers several project-based financial planning services:
- Comprehensive Financial Plan: Fixed fee ranging from $5,000 to $7,500.
- Project-Based Financial Planning: Fixed fee ranging from $1,000 to $7,500, or an hourly rate of $250.
Contact
Ashley Rittershaus
Location
Revere, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Curious Crow Financial Planning
State Registrations2 states
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Exams
Additional Information
Hi, I'm Ashley!