Branch Financial Services provides personalized financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. They offer broad-based, modular, and consultative financial planning services covering areas like retirement, tax, estate, insurance, divorce, and college planning. The firm does not manage assets or participate in wrap fee programs.
Fee Structure
Branch Financial Services charges $600 per hour for financial planning services. The total cost is estimated at the start of the relationship and is negotiable based on the scope and complexity of the plan. Clients typically pay 25% of the fee upfront and the remainder upon completion of services. In some cases, the firm may waive or offset a portion of the fee if the client implements the plan through their associated persons at Cetera.