Fee-Only Financial Planning (FOFP) offers financial planning and investment advice to individuals and high net-worth clients. FOFP helps clients with retirement planning, estate planning, and investment advice. FOFP focuses on no-load mutual funds and index funds to match a client's risk tolerance and goals. FOFP tailors its services to each client's individual needs.
Assets Under Management$56M
Clients21
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...