Cocozza Financial Planning provides financial planning advice to individuals. They create tailored plans based on your goals, covering your finances, taxes, investments, insurance, retirement, and estate planning. You are responsible for implementing any recommendations. Cocozza Financial Planning does not manage investments.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: Fees are based on an hourly rate of $220/hour, with billable hours ranging from 16 to 20 hours. The minimum charge is $3,520.
- Hourly Consultations: $220/hour for examining a specific area of your financial situation.
One-Time Plan:From $3,520
Hourly Rate:$220/hr
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