Webb Financial Planning (WFP) is a fee-only firm providing financial planning and investment advisory services. WFP starts with a consultation to understand your goals and determine the scope of services. Financial planning can be broad or focused on specific issues. Clients make their own investment decisions. WFP does not sell commissioned products or accept commissions.
Assets Under ManagementN/A
Clients75
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Webb Financial Planning offers fixed fees for investment advisory services, typically ranging from $2,500 to $10,000 per year, billed quarterly. Hourly fees of $250 per hour are available for special situations. Fees are negotiable based on the client's situation.
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