Welsh Hills Financial Services provides comprehensive financial planning and investment management to individuals and small businesses. Planning includes goal setting, cash flow analysis, tax planning, investment allocation, retirement and estate planning, and insurance review. Welsh Hills Financial does not sell insurance or investment products, nor does it accept commissions.
Assets Under Management$47M
Clients53
Advisors1
Avg. per Client$900K
Avg. per Advisor$47M
Fee Structure
Welsh Hills Financial offers two ongoing planning options:
- Open Retainer: Comprehensive financial planning for a fixed annual fee, ranging from $4,200 to $20,000 in the initial year and $3,000 to $16,000 in renewal years, depending on assets, income, and complexity.
- Limited Financial Planning: Addresses two or three planning topics for a fixed annual fee, ranging from $2,500 to $5,800 in the initial year and $2,000 to $4,000 in renewal years.
Welsh Hills Financial offers a Project Retainer, which addresses a specific planning problem for a flat fee based on $275 per hour.
Annual Retainer:$3,000 - $20,000/year
Hourly Rate:Up to $275/hr
Loading...