Family Wealth Counselors, LLC offers financial planning services to individuals. They collect client financial data, analyze it, and create a written financial plan. A small portion of their advice relates to securities, while the majority focuses on non-securities matters. Client cases are managed individually, and clients can place restrictions on their accounts.
Fee Structure
Family Wealth Counselors charges flat fees for financial plans, ranging from $5,000 to $250,000. They also offer hourly consulting at rates of $750 to $1,250 per hour. Additional administrative support is billed at $250 to $500 per hour. The actual fee depends on the complexity of the case. Half of the total fee is typically paid as a retainer, with the balance due upon completion of the plan.