Bodnar Financial Advisors, Inc. offers financial planning and consulting services. The firm helps clients create a personal financial plan covering cash flow, estate planning, investments, taxes, and insurance. Bodnar Financial does not manage client assets or provide direct portfolio management. It is the client's responsibility to implement the recommendations made in the financial plan.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.youtube.com/channel/ucfombjs-j1kg_lhaev8skqa ·www.bodnar.net ·www.facebook.com/bodnarfinancialadvisors
Fee Structure
Bodnar Financial Advisors charges an annual account support fee for continuous financial planning and investment advice, ranging from $150 to $2,500 per year. The fee is determined by the complexity of the client's situation and the services needed.
Bodnar Financial Advisors offers three types of financial plans with varying flat fees:
- Basic Plan: $500 - $1,000
- Comprehensive Plan: $1,250 - $2,500
- Combination Business Entity - Individual Plan: $1,500 - $9,500
Annual Retainer:$150 - $2,500/year
One-Time Plan:$500 - $9,500
Hourly Rate:Up to $450/hr
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