Welsh Financial & Accounting Services provides tax planning, accounting services, and financial planning on a fee-only basis. They offer comprehensive financial plans and specific financial planning on topics like IRA distributions and pension options. Welsh Financial & Accounting Services does not manage client assets, believing it's not the most efficient way to maximize net worth. They provide investment recommendations tailored to each client's situation and offer annual checkups.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan — $1,600, includes analysis of all financial goals and analysis of tax, retirement, insurance, and estate situation.
- Investment Financial Plan — $1,200, includes everything in the Comprehensive Financial Plan but the analysis of the client's insurance situation.
- Specific Financial Planning — $90 per hour, analysis of issues such as IRA distributions & pension choices.
One-Time Plan:$1,200 - $1,600
Hourly Rate:$90/hr
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