Dollars & Sense Tax & Financial Planning Services provides tax planning and preparation services to individuals and small businesses. They also offer financial planning and investment advisory services related to tax planning. Investment advice is limited to no-load mutual funds and exchange-traded funds using a long-term buy-and-hold strategy. The firm aims to educate clients to become active participants in managing their own finances.
Assets Under ManagementN/A
Clients45
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Dollars & Sense does not manage client assets or have discretion over them. They provide investment advice on an hourly basis ($135/hour) or a per-project rate. They recommend no-load mutual funds and exchange-traded funds.
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