Stinson Financial Planning is a registered investment advisor based in Nashville, Tennessee, offering personalized financial planning and investment management services. Stinson Financial Planning primarily invests client portfolios in mutual funds with a strong emphasis on maintaining an appropriate asset allocation. Robert Kevin Stinson, the sole proprietor, integrates ongoing financial planning with portfolio management, providing regular in-person updates to clients. The firm typically has the authority to make trades in client accounts without asking first, though non-discretionary arrangements can be considered upon request. Stinson Financial Planning custody client assets and places trade orders through Schwab Advisor Services.
Fee Structure
Stinson Financial Planning charges for its services at a rate negotiated directly with each client based on their specific situation and the value of the services performed. Clients pay their agreed-upon fees every six months after the service has been provided. Stinson Financial Planning previously charged annual fees generally between $3,000 and $5,000 for time-based engagements.