Wayne Gilbert & Company provides financial planning services to individuals, including a review of their financial circumstances and goals, and a written report of recommendations. This includes reviewing assets, liabilities, insurance, savings, investments, and retirement benefits. Wayne Gilbert & Company does not offer account management or ongoing investment supervisory services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plan: $500 to $10,000, depending on time, complexity, and range of services.
- Hourly consultation: $50 - $300 per hour.
One-Time Plan:$500 - $10,000
Hourly Rate:$50 - $300/hr
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