The Astorino Financial Group provides standalone financial planning and consulting services, covering areas such as retirement projections, cash flow analysis, tax strategies, and estate planning. The Astorino Financial Group does not manage investment portfolios directly or provide ongoing investment supervision. Instead, for clients who want to implement investment recommendations, representatives of The Astorino Financial Group can be engaged in their separate capacities as registered representatives or investment advisor representatives of LPL Financial, a separate broker-dealer and registered investment advisor. Through LPL Financial, clients can purchase securities, mutual funds, or advisory services on a commission or fee basis. The firm also offers aggregation and financial planning software tools to help clients track their overall financial picture.
Fee Structure
- Hourly consulting — $500 per hour for specific financial projects or questions
- Core financial plan — Starting at a minimum of $1,750 for initial planning and support
- Comprehensive financial plan — Starting at a minimum of $3,250 for a broader review and deeper analysis
- Advanced financial plan — Starting at $3,000 for complex financial situations
- Custom fixed-fee planning — General fixed-fee projects range from $1,500 to $20,000 depending on the scope and complexity of the services required