R & R Wealth Strategies provides financial planning services covering cash flow, debt management, risk management, college funding, retirement, estate, and tax planning, asset allocation, and investment selection. R & R Wealth Strategies also offers consulting services on specific financial topics. R & R Wealth Strategies also performs searches for independent investment advisors and monitors their performance, recommending advisors that pay R & R Wealth Strategies a referral fee.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning and/or Consulting Services — Fixed fee typically ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances.
- Hourly Consulting — $400 per hour. The length of time it will take to complete the advisory service will depend on the nature and complexity of the individual client's personal circumstances. An estimate for total hours will be determined at the start of the advisory relationship.
One-Time Plan:$5,000 - $15,000
Hourly Rate:$400/hr
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