Fein Advisors is an independent financial advisory practice operated by Richard Fein, a Certified Financial Planner. The firm focuses on financial planning, investment reviews, and retirement planning for individuals. Rather than managing client portfolios directly or taking custody of client assets, Fein Advisors provides personalized advice, comprehensive financial plans, and guidance on investment strategies, tax-efficient approaches, and retirement preparation. Services are delivered on a flat-fee or hourly basis.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consulting — $125 per hour for general financial advice and guidance
- Comprehensive financial plan — $600 to $3,500 depending on the complexity of your situation, covering retirement, investments, and overall financial strategy
One-Time Plan:$600 - $3,500
Hourly Rate:$125/hr
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