Heartland Financial Services provides financial planning services to individuals and small businesses. These services range from broad financial planning to specific areas like retirement income, Social Security, and IRA planning. Heartland gathers information about your finances and goals, uses financial planning software, and delivers a written plan to help you achieve your objectives. You are not obligated to implement the plan through Heartland.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $250-$1500, depending on complexity and scope.
- Single subject financial planning/general consulting — $200/hour, with an estimate provided upfront. $500 is due in advance.
One-Time Plan:$250 - $1,500
Hourly Rate:$200/hr
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