Haynes Barker Investment Management provides financial planning services including determining financial objectives, identifying financial problems, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. They offer financial planning and retirement plan consulting services for a fixed fee or hourly rate. Investment advice is an integral part of financial planning, with the client making the final decision on investment selection.
Assets Under ManagementN/A
Clients114
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan: The price is negotiable and ranges from $250 to $5,000, depending on the complexity of a client’s financial situation. Half the fee is due in advance, the rest upon presentation of the plan.
- Hourly Planning Services: The hourly rate for limited scope engagements is up to $200 per hour.
One-Time Plan:$250 - $5,000
Hourly Rate:Up to $200/hr
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