Elbert Financial Consulting, INC.

Fixed/Hourly

Elbert Financial Consulting provides financial planning services to clients. They gather financial information, analyze it, and create a written financial plan covering areas like asset allocation, estate planning, and college planning. They also offer other planning services to meet individual client needs. Elbert Financial Consulting does not manage assets or sell products.

Assets Under ManagementN/A
Clients56
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

For ongoing planning, implementation, and monitoring, Elbert Financial Consulting bills hourly.

Elbert Financial Consulting charges $392 per hour for professional advice and planning and $192 per hour for para-planner and administrative time. The total fee for a financial plan is based on the total number of hours dedicated to its production.

Hourly Rate:$192 - $392/hr
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Location

2 Advisors at this firm