Adviceandtaxes.com offers web-based financial planning services, including one-on-one collaboration with a Certified Financial Planner, 24/7 access to financial information via an online portal and mobile app, secure account linking, scenario planning, and ongoing support. The firm is compensated only by clients and does not accept commissions.
Assets Under Management$1.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.9M
Fee Structure
- Financial planning services are provided for a flat fee, ranging from $800 to $8,000 depending on the complexity of your financial situation. Fees are negotiable.
- In some instances, Adviceandtaxes.com may be engaged at an hourly rate of $250 per hour, which is the rate upon which the flat fees are based.
One-Time Plan:$800 - $8,000
Hourly Rate:Up to $250/hr
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