Norton Financial Consultants

Fixed/Hourly

Norton Financial Consultants is a financial planning and wealth management firm. Norton Financial helps clients achieve their financial goals through a step-by-step approach. Norton Financial gathers data to understand your financial position and goals, then creates a financial plan tailored to your needs. Norton Financial educates clients to make informed financial decisions. Christa Norton Canavan is the principal and owner.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Norton Financial Consultants provides financial planning services for $350 per hour. A fixed fee option for a comprehensive financial plan is calculated and provided to the client if requested. The fixed fee is determined by estimating the number of hours of expected work on the financial plan, multiplied by the hourly rate. The fixed fee covers all time, meetings and communications pertaining to the scope of the original plan and is for a calendar year.

Hourly Rate:$350/hr
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Location

1 Advisors at this firm

Norton Financial Consultants | TrueAdvisor