Massucci & Associates offers financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm creates financial plans tailored to each client's needs, covering areas like cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Massucci & Associates is a fee-only firm, meaning it does not receive commissions for selling financial products.
Fee Structure
The fee for an ongoing financial planning relationship with Massucci & Associates is based on an hourly rate of $225. The annual fee is based on the hours of service provided. The minimum annual fee is $1,000, but this is negotiable for amounts above $1,000. The length of service is at the client's discretion.
Massucci & Associates charges between $1,000 and $10,000 for a financial plan, based on the complexity of your situation. This is based on an hourly rate of $225, and is negotiable. Follow-up implementation and ongoing work is billed separately at $225 per hour.