John N. Carmody D.D.S. CFP, Inc. offers personalized financial planning and investment management. They help clients determine financial objectives, manage cash flow, plan for taxes and retirement, and fund education. As a fee-only firm, they don't sell commissioned products or accept commissions or finder's fees. Clients make the final investment decisions, and the firm doesn't act as a custodian of client assets.
Assets Under Management$29M
Clients20
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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