Duffield Financial Group offers pension consulting, investment consulting, and financial planning services. They gather client data to determine needs, goals, time horizons, and risk tolerance. For investment consulting, they review client portfolios and develop customized investment programs. Financial planning services may be comprehensive or specific, covering assets, liabilities, insurance, savings, and investments. Duffield Financial Group does not have discretionary authority.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- One-time or first-year financial plan — $1,000 to $15,000, depending on complexity and scope.
- Hourly consulting — $175/hour for the advisor, $75/hour for senior staff, $50/hour for junior staff.
- Daily consulting — $1,250/day for the advisor, $500/day for senior staff, $300/day for junior staff.
One-Time Plan:$1,000 - $15,000
Hourly Rate:$50 - $175/hr
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