Walsh Financial Solutions offers financial consulting and financial planning services tailored to individual needs. They provide objective advice on financial planning fundamentals, including cash flow, debt reduction, saving strategies, risk assessment, retirement planning, tax planning, and estate planning. Walsh Financial Solutions does not offer ongoing investment management; clients needing those services will need to contract with Vanderbilt Advisory Services or another registered investment advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Consulting: Billed at $275 per hour, in 15-minute increments, for advice on specific financial questions.
- Financial Planning: A fixed fee is calculated based on your income and net worth. The firm requires a minimum financial planning fee of $3,000 for individuals and $4,800 for couples.
One-Time Plan:From $3,000
Hourly Rate:$275/hr
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