Gould Ruma Financial Advisors offers financial planning, tax planning, and consulting services tailored to each client's financial situation, tax status, risk tolerance, and investment goals. They help clients with budgeting, estate planning, tax strategies, and business planning. As a registered investment advisor, Gould Ruma Financial Advisors is legally required to act in your best interest.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ongoing planning services are billed as agreed upon with the client.
Gould Ruma Financial Advisors charges either an hourly rate of $210 or a fixed fee for financial planning and consulting services. Fixed fees typically range from $3,000 to $5,000, depending on the scope and complexity of the services.
One-Time Plan:$3,000 - $5,000
Hourly Rate:$210/hr
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