Eagle Tax Planning & Advisory Group provides financial planning and investment management services to individuals and small businesses. Their services include financial planning, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They also offer sub-advisory services through Betterment LLC. Eagle Tax Planning & Advisory Group is a fee-only firm and does not receive commissions.
Assets Under Management$5.3M
Clients81
Advisors1
Avg. per Client$65K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.2M | 0.80% |
| $1.2M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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