Seaque Wealth Management Inc. provides financial coaching, financial planning, and tax preparation services. They offer a free initial consultation to understand your financial situation and goals. They will review your finances and create a plan tailored to your needs. They also conduct financial workshops and seminars. Seaque Wealth Management Inc. does not manage investments or recommend specific broker-dealers.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Full Financial Plan: $800, includes 2 hours for implementation assistance.
- Partial Financial Plan: $600, includes 1 hour for implementation assistance.
- Annual Financial Plan Review (Full): $600, includes 1 hour for implementation assistance.
- Annual Financial Plan Review (Partial): $400, includes 1 hour for implementation assistance.
- Hourly Financial Planning Consultations: $127 per hour.
- Financial Coaching (Hourly): $127 per hour.
- Financial Coaching (2-hour package): $250.
- Financial Coaching (4-hour package): $500.
- Financial Coaching (6-hour package): $750.
One-Time Plan:$400 - $800
Hourly Rate:$127/hr
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