Anderson Wealth Advisors offers financial planning and consulting services to help clients understand their financial situation and set financial objectives. This includes reviewing financial goals, tax planning, asset allocation, risk management, retirement planning, and other areas like budgeting, education planning, and insurance analysis. Services are provided on an hourly or project basis, with a written plan summarizing recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly Consulting — $150 per hour
- Fixed Fee Financial Plan — $1,200 to $7,500 depending on the complexity of the plan.
One-Time Plan:$1,200 - $7,500
Hourly Rate:$150/hr
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