SharMarc Financial Advisors provides financial advice on various topics, including investments, budgeting, retirement planning, and insurance. Sharon Peterson and Marcus Hennen are the financial consultants and LPL Investment Advisor Representatives. They may also provide advice on directly owned investments like rental real estate and stock options.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Annual reviews are provided at a minimum cost of $500. Fees are payable at the time the review is conducted. Plan reviews include measuring expectations to actual results and recommending changes to the plan.
- Consultation: Up to $300 per hour, paid after the consultation.
- Written financial plans: $500 to $5,000, depending on complexity. Half the fee (up to $500) is due upfront, the rest upon presentation.
- Financial planning seminars: Up to $500, usually paid in advance.
Annual Retainer:From $500/year
One-Time Plan:$500 - $5,000
Hourly Rate:Up to $300/hr
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