Severn Financial Advisors offers financial planning and consulting services tailored to individual needs. They gather financial information to provide customized advice on topics like tax, estate, business, retirement, education, budgeting, investment, and insurance. Severn Financial uses financial planning software to assess needs and develop solutions. They do not offer asset management services; instead, these services are offered by their advisors in their separate capacity as advisors of Commonwealth Financial Network.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Personal Financial Profile - A quantitative analysis of your financial position and objectives as they relate to net worth, cash flow, protection analysis, and one accumulation goal: $500 - $750
- Personal Financial Analysis - A quantitative analysis of your financial position and objectives as they relate to financial position, protection planning, investment planning, income tax planning, retirement planning, and estate planning: $1,000 - $4,000
- Limited Consulting Services - Research and analysis of a specific planning issue, e.g., the tax and cash-flow consequences of a specific transaction: $100 - $200 per hour
One-Time Plan:$500 - $4,000
Hourly Rate:$100 - $200/hr
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