Bustamante Financial Planning, LLC (BFP) provides financial planning and investment advice to individuals, couples, families, high net worth individuals, trusts, and business owners. BFP does not sell products or receive commissions. Services include defining financial goals, assembling financial information, constructing financial statements, income and estate tax planning, retirement planning, investment analysis, and more. If clients want ongoing monitoring of their investments, a fee based on a percentage of the value of their investments may be established.
Fee Structure
Bustamante Financial Planning offers investment advisory services where they review and analyze your existing portfolio and make recommendations for designing an investment portfolio. This service is offered on an hourly fee-only basis. Investment recommendations are limited to an asset allocation model of mutual funds and exchange traded funds (ETFs). If the client wishes continual monitoring of investment assets, then a fee based on a percentage of invested assets may be established.