Financial Planning Consultants offers financial planning and consulting services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other business entities. They gather data about a client's financial situation and develop a personal financial statement, investment asset summary, and tax analysis. The firm consults with other professionals as needed to help clients achieve their financial goals. The firm does not manage assets.
Fee Structure
Financial Planning Consultants offers an annual client review service for a fee ranging from $250 to $10,000, depending on the complexity of the review.
Financial Planning Consultants charges an hourly fee ranging from $50 to $500 per hour or a fixed fee ranging from $100 to $10,000 for financial planning and consulting services, based on the complexity and variety of services provided.