Wadsworth & Daulaire Financial Planners offers personalized financial planning and investment consulting for individuals, families, small businesses, and retirement plans. The firm follows a structured financial planning process covering areas such as retirement funding, investment analysis, college savings, tax strategies, estate planning, and insurance review. Wadsworth & Daulaire Financial Planners does not manage client portfolios directly or hold client funds, but helps clients design asset allocations and recommend mutual funds or exchange-traded funds. Clients retain full control and execution authority over their accounts.
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
- Hourly consulting — $175 to $500 per hour depending on the specific engagement
- Flat-fee projects — Set fee agreed upon in advance for comprehensive or targeted financial planning services
Hourly Rate:$175 - $500/hr
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