Barry Bolker provides financial planning and consulting to individuals, families, and family businesses. He helps clients define financial objectives and develop strategies to reach them, including cash flow management, risk review, asset allocation, education funding, and retirement planning. Barry is a fee-only advisor and does not manage client assets or accept commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Coordinated financial plan evaluating all aspects of a client’s finances, including financial problems, cash flow, tax review, risk exposure, investment review, education funding, and retirement planning, for a fixed fee based on complexity and time involved.
- Assistance with specific areas of finances such as cash flow, retirement, investment review, inheritance, divorce financial planning, and lifestyle changes, on an hourly basis or for a fixed cost.
- Hourly consulting with a two-hour minimum.
Hourly Rate:$100 - $175/hr
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