Krueger Financial Services provides personalized financial planning to individuals, families, businesses, trusts, and estates. This includes assessing assets, liabilities, income, expenses, risk tolerance, tax exposure, and estate planning needs. Krueger Financial Services spends approximately 60% of its time providing financial and retirement planning services without investment advice. The firm does not currently manage any assets.
Assets Under ManagementN/A
Clients359
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After the initial financial plan, clients may be charged an annual renewal fee, typically ranging from $0 to $2,000, due at the end of the first year of services for the prior year. This includes reviews as needed, with at least one annual review recommended.
- Financial Plan - The fee is estimated based on the complexity of the client's situation and the time to develop the plan, typically ranging from $0 to $2,000, due upon completion.
- Estate Settlement Assistance - The fee will be quoted after a review and analysis of the complexity of the estate, ranging from $0 to $5,000.
Annual Retainer:$0 - $2,000/year
One-Time Plan:$0 - $5,000
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