Pomeroy Financial Planning operates as a fee-only registered investment advisor founded in 1996, led by Susan Pack. Pomeroy Financial Planning offers personalized financial planning and investment consulting to individuals, trusts, and estates. The firm helps clients establish financial goals, manage cash flow, plan for retirement, fund education, and navigate tax, estate, and charitable planning. When providing investment advice, Pomeroy Financial Planning assists clients in creating customized asset allocation strategies primarily utilizing low-cost index funds and exchange-traded funds. Clients maintain full control of their assets and make all final investment decisions, as Pomeroy Financial Planning does not manage portfolios on a day-to-day basis or hold client funds. Pomeroy Financial Planning charges clients hourly or fixed fees, entirely avoiding commissions, product sales, or third-party referral fees.
Fee Structure
Existing clients with ongoing or recurring needs may work with Pomeroy Financial Planning through an annual fixed fee arrangement. This service is customized based on the complexity of your situation and the time required, and fees are billed periodically, such as quarterly.
- Hourly financial planning and investment consulting — Up to $350 per hour, depending on the scope and complexity of your engagement
- Fixed-fee financial planning — Customized flat fees for comprehensive or segmented financial planning projects, based on your specific needs and situation
