Applied Advisor offers financial planning services on a project basis, compensated hourly. Services cover cash flow, debt management, insurance, college funding, retirement, tax, asset allocation, and estate needs. Applied Advisor does not offer investment management. Clients implement recommendations themselves.
Assets Under ManagementN/A
Clients194
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Applied Advisor charges an hourly rate of $285 for financial planning and investment advisory projects. For tax preparation projects only, the hourly rate is $300 from February 24, 2026, at 4:01 PM through December 31, 2026. For projects lasting less than 60 minutes, there is a flat fee of $285.
One-Time Plan:From $285
Hourly Rate:$285/hr
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