Davie Kaplan Wealth Care Advisors provides financial planning services tailored to individual needs, considering factors like financial and tax status, age, risk tolerance, and investment objectives. Services include retirement, education, and estate planning, as well as tax and insurance planning. The firm uses a fact-finding process and risk tolerance questionnaires to develop comprehensive or modular plans, utilizing eMoney software. Davie Kaplan does not offer asset management services.
Assets Under ManagementN/A
ClientsN/A
Advisors17
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Davie Kaplan Wealth Care Advisors offers financial planning services on an hourly or fixed-fee basis.
- Hourly rate: Up to $290 per hour.
- Fixed fees: Range from $1,000 to $10,000, depending on the complexity of your financial situation and the time required.
One-Time Plan:$1,000 - $10,000
Hourly Rate:Up to $290/hr
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