Pine Cone, LLC offers financial planning and investment-related tax planning services. The firm's owner, Cynthia Frazier, is a Certified Financial Planner and Certified Public Accountant. Pine Cone may refer clients to RBC Wealth Management for investment advice but does not participate in that advice. Financial planning services incorporate various aspects of a client's financial situation into a tailored plan.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered for a fixed fee, expected to range between $300 and $5,000 per project, based on individual needs.
- Financial planning services are also offered at an hourly rate of $150 per hour.
One-Time Plan:$300 - $5,000
Hourly Rate:$150/hr
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