Benjamin Doernberg is a registered investment advisor at First Step Financial, based in Boston, MA. Benjamin 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
First Step Financial offers an annual subscription service that includes quarterly advisory meetings to review progress toward financial goals, update planning strategies, and address changes in your circumstances. You'll also receive personalized outreach about relevant economic developments, regulatory updates, and planning opportunities. The negotiated fixed rate for subscription services is between $36 and $180 per month.
First Step Financial offers financial plans for a negotiated fixed rate between $540 and $1,800. They also offer ad-hoc services for a negotiated hourly fee between $54 and $180. Hourly engagements are limited in scope and address specific questions or scenarios, and do not entail the creation of a comprehensive financial plan.
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
First Step Financial
State Registrations1 state
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