Gwendolyn J. Floyd, CPA, CFP® provides financial planning services to individuals, families, and businesses. These services include investment planning, retirement planning, estate planning, charitable planning, education planning, mortgage/debt analysis, insurance analysis and planning, lines of credit evaluation, and business and personal financial planning. Gwendolyn J. Floyd does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ongoing financial planning is offered as a fixed annual fee, typically ranging from $11,200 to $16,800 depending on the complexity of your situation. This fee is charged in quarterly installments.
- Financial planning on an hourly basis of $350 per hour.
- Financial planning as a fixed project fee, based on the estimated hours for the engagement multiplied by the hourly rate of $350 per hour.
Annual Retainer:$11,200 - $16,800/year
Hourly Rate:$350/hr
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