Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. They help clients with various aspects of their financial lives, including investments, retirement, college funding, taxes, estate planning, and insurance. The firm does not manage client assets but provides recommendations based on each client's unique situation.
Assets Under ManagementN/A
Clients500
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
www.wadsworth-daulaire.com ·www.linkedin.com/in/leifdaulaire ·www.linkedin.com/in/stephanie-diamond-ab75b05
Fee Structure
Wadsworth & Daulaire charges an hourly fee ranging from $175 to $500, or a flat fee, for their financial planning services. The specific fee is agreed upon in advance and stated in the client's engagement letter.
Hourly Rate:$175 - $500/hr
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