Whitman Financial Services offers financial planning and consulting services to individuals. Financial planning covers areas like financial statements, cash management, estate planning, retirement, education, investments, risk management, and business planning. Consulting services address securities and non-securities topics. Whitman Financial Services does not manage client investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Initial data collection and assessment: $250
- Financial planning: $3,500 to $15,000, depending on the complexity of the services provided
- Consulting: $425 for the first two hours, then $425 per hour thereafter
One-Time Plan:$3,500 - $15,000
Hourly Rate:$425/hr
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