Piedmont Financial Advisors (PFA) is a financial planning firm offering services to individuals and families. PFA provides comprehensive financial planning, including tax, estate planning, risk management, retirement planning, and business development needs. PFA does not sell insurance or investment products and is compensated solely by client fees.
Fee Structure
PFA offers an Open Retainer service for a fixed annual fee, paid quarterly. The minimum annual fee is $3,500. This service includes scheduled meetings (four to six in the initial year, two to three in renewal years) and additional consultations via email, phone, or in person. The fee covers a range of financial planning topics, including tax planning and preparation, investment review, goal setting, and estate planning review.
PFA offers a Financial Review, which is a two-hour meeting covering the client's three most critical areas of concern, with 30 days of email and telephone follow-up. The fee for a Financial Review is $750, with half due upon signing the agreement and the remaining amount due at the beginning of the appointment.
