Paulo Lopes

Woodmont Financial Partners offers ongoing financial planning, generally only available to clients who have completed a financial planning project with the firm within the past 12 months. This service involves working with a financial planner to implement, monitor, and update an existing financial plan. The annual fee ranges from $4,000 to $20,000, billed monthly or quarterly in advance, depending on the client's needs and complexity. Fees are negotiable.

Woodmont Financial Partners offers project-based financial planning services on a limited scope, one-time engagement. This is available for clients looking to address specific questions or issues. The client may choose from a list of topics to cover or other areas as requested and agreed to by WFP. Clients engaging in project-based financial planning services will not receive a financial plan if this session is intended to be a question and answer session covering the selected topic(s). The fixed fee ranges from $4,000 to $20,000, but will not exceed an hourly rate of $500. Fees are negotiable.