CPC Financial Planning, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania, that specializes in financial planning rather than managing investment portfolios directly. The firm creates written reports analyzing a client's current financial situation and providing recommendations regarding investments, risk management, tax planning, children's education, pension and retirement planning, and estate planning. CPC Financial Planning operates on a fee basis, with fees determined by income or net worth, and also offers hourly consultations for specific financial concerns. Additionally, the firm's professionals are associated with an accounting firm and an insurance agency, allowing them to provide integrated tax and insurance services. Clients retain full responsibility for all investment decisions and are under no obligation to purchase recommended products.
Fee Structure
CPC Financial Planning offers annual plan monitoring to provide written updates of your financial situation or original plan. The fee is $250 plus the greater of:
- 1% of your gross income, or
- 1/20% of your net worth up to $5,000,000, plus 1/40% of your net worth over $5,000,000.
Annual plan monitoring fees are subject to a minimum of $750 and a maximum of $5,000.
- Comprehensive financial plan — $1,500 to $10,000 depending on your income and net worth, covering all aspects of your financial situation including coordinated recommendations
- Hourly financial planning advice — $155 to $300 per hour for specific consultations on immediate concerns