Peter Mccaffrey is a registered investment advisor at Sound Financial Planning LLC, based in Bloomfield Hills, MI. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Sound Financial Planning charges a monthly fee of $200-$400 for ongoing financial planning. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are paid after the service is provided and may be negotiable.
Sound Financial Planning offers project-based financial planning for a fixed fee between $2,500 and $5,000, or an hourly rate of $250. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable, and a portion of the fee may be collected in advance.
Location
Bloomfield Hills, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Financial Planning LLC
State Registrations1 state
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