John A. Gaines provides financial advice to individuals, high net worth families, tax-exempt organizations, and businesses. He offers advice through consultations and may contract with Certified Financial Planners for special studies. His services include financial and estate planning, offered on a comprehensive or modular basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan - Fees range from $2,000 to $5,000 for sophisticated clients.
- Modular financial and estate planning - $200/hour for individual selections such as cash flow analysis, debt planning, risk analysis, tax planning, accumulation planning, education funding, retirement planning, investment planning, pension planning, estate planning, fringe benefit planning, and business continuity planning.
One-Time Plan:$2,000 - $5,000
Hourly Rate:Up to $200/hr
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