Anthony Petsis & Associates Inc. provides financial planning services tailored to individual client needs. They gather information about your financial situation and objectives to develop a written plan designed to help you achieve your financial goals. You are not obligated to act on their recommendations or implement the plan through them.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered at an hourly rate, which is negotiable based on the scope and complexity of the plan, your situation, and your financial objectives.
- Anthony Petsis: $400/hour
- Planners: $375/hour
- Associates: $200/hour
- Para Planner: $150/hour
- Secretary/Clerical: $100/hour
One-Time Plan:From $500
Hourly Rate:$100 - $400/hr
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