Atlantic Planning Group offers financial planning and consulting services. They help clients evaluate their current and future financial situation, covering areas like taxes, retirement, investments, and estate planning. APG does not manage client portfolios. If clients choose to implement the recommendations, they can work with APG employees in their separate roles as registered securities representatives, insurance agents, and investment advisor representatives.
Assets Under ManagementN/A
Clients11
Advisors8
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning engagements range from $1,000 to $20,000, depending on the complexity of the plan or project and the services provided.
- Hourly consulting is available at $500 per hour.
One-Time Plan:$1,000 - $20,000
Hourly Rate:$500/hr
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