Maxine Weiner, a Certified Financial Planner, provides financial planning services to individuals. She reviews clients' assets, cash flow, insurance needs, retirement plans, investments, and estate plans to help them make sound financial decisions. She uses financial planning software to project how long a client's money will last, guiding them through pre- and post-retirement planning.
Assets Under ManagementN/A
Clients6
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Maxine Weiner can be retained on an annual basis as a financial advisor. The annual retainer is determined by factors such as assets, income, and the complexity of financial needs. The minimum annual retainer fee is $2,500, and it can be paid monthly, quarterly, twice a year, or once a year. Fees are negotiable.
- Short-term projects and consultations are billed at $200 per hour.
- A full analysis of "How Long Will My Money Last?" is charged a flat fee based on the complexity of the situation and the estimated time required.
Annual Retainer:From $2,500/year
Hourly Rate:$200/hr
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