GA Bishop and Associates offers fee-only, as-needed financial planning and investment advisory services to individuals and families. The firm assists clients with cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. Operating on an hourly or retainer basis, GA Bishop and Associates helps clients identify future financial goals and develop financial plans that balance spending, saving, and investment decisions. Clients retain control of their assets and implement recommendations independently through the custodian of their choice, as the firm does not manage portfolios directly or have the authority to make trades without asking first.
Fee Structure
GA Bishop and Associates offers ongoing financial planning through retainer engagements. For this service, clients pay a fixed annual fee. The firm conducts an annual plan update to adjust goals and assumptions, update the plan, review the expected probability of success, and provide updated recommendations.
- Hourly financial planning and advice — Up to $240 per hour for general or specific financial advice
- Project-based financial planning — Fixed annual or project fees quoted based on the expected number of hours to complete the engagement