Marilyn Edgerton provides financial planning services to middle-income individuals, focusing on retirement and education funding. She recommends no-load mutual funds based on the client's financial situation, time frame, and risk tolerance. She does not sell financial products and conducts business by phone and internet. She is not seeking new clients but will honor referrals.
Fee Structure
After the initial financial plan, Marilyn Edgerton charges an annual retainer, paid annually or semi-annually, depending on the number of investment meetings. She encourages clients to call or email with questions at no extra charge.
Marilyn Edgerton charges $75 per hour with a minimum project fee of $300 for the initial financial plan. One-half of the fee is due when the contract is returned, and the balance is due at the final presentation.