Padden Financial Planning offers financial and tax planning services to individuals and families. These services include portfolio analysis, investment recommendations, tax planning and preparation, goal setting, risk management, education funding, retirement planning, estate planning, and cash flow and budgeting. Padden Financial Planning offers three types of engagements: Open Retainer, Project Retainer, and Hourly.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Padden Financial Planning typically offers specific investment recommendations only to clients under the Open Retainer and on an occasional basis to project retainer clients. There are no fees based on a percentage of your portfolio.
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