Aeolus Financial, operating as Red Kennedy Financial, provides personalized financial planning to individuals and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment advice, education funding, and retirement planning. Aeolus Financial is a fee-only firm and does not receive commissions.
Fee Structure
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Financial Planning - Flat fee based on investable assets, plus an additional $1,000 fee for new clients. The fee may increase if the client's situation is substantially different than initially disclosed. After delivery of the plan, face-to-face meetings may be scheduled as necessary within the 12-month period of the initial contract.
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Tax Preparation - $850 to $2,500 depending on the complexity of the return, performed separately from an Advisory Service Agreement or a Retainer Agreement.
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Retainer Agreement - Initial fee of $2,500.