Spectrum Strategies offers financial planning and consulting services, including comprehensive written financial plans tailored to clients' financial situations, goals, and objectives. These plans cover retirement, education funding, risk management, estate planning, and tax analysis. Spectrum operates on a fee-based structure, with compensation derived from planning and consulting fees. Spectrum does not manage investments for clients.
Assets Under ManagementN/A
Clients120
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Initial financial plan - starts at $1,000, depending on complexity.
- Subsequent reviews (after 12 months) - 50% or less of the original plan cost, with a minimum of $1,000. This rate applies for two years after the original plan date.
- Subsequent reviews (after 3 years) - 50% of the then-current fee schedule for plans at that level of complexity, with a minimum of $1,000. If the client's financial situation has changed substantially, the fee may exceed 50% of the original plan cost.
- Subsequent reviews (every 24 months) - minimum fee of $1,000.
- Consulting services - $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fixed fee arrangements may also be available.
One-Time Plan:From $1,000
Hourly Rate:$150 - $200/hr
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