Pharaoh Financial Group, led by Jacques Bolivar, offers financial planning services to individuals, families, and business owners. Pharaoh Financial helps clients with cash flow, retirement planning, insurance, wealth transfer, and tax planning. Investment management is provided separately through LPL Financial.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are provided for $200 per hour, plus $60 per hour for a Paraplanner, if applicable.
- Comprehensive financial plans are offered at a flat fee ranging from $1,200 to $5,000. The most common flat fee is $2,250.
One-Time Plan:$1,200 - $5,000
Hourly Rate:$200/hr
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