The Estate Planning Team, Inc. provides financial planning services and recommends third-party investment advisors to clients. The firm evaluates a client's financial situation, goals, and objectives before recommending a third-party advisor. The Estate Planning Team also offers four types of financial planning services: full financial planning, retirement planning, pre-retirement planning, and hourly financial planning. Clients are not obligated to use a recommended third-party advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Full Financial Plan - $7,000 to $12,000, depending on the time required to create the written plan. Typically takes 35 to 60 hours.
- Retirement Planning - $4,000 to $8,000, depending on the time required to create the written plan. Typically takes 20 to 40 hours.
- Pre-retirement Planning - $3,000 to $6,000, depending on the time required to create the written plan. Typically takes 15 to 30 hours.
- Hourly Financial Planning - $175 per hour, which can be negotiated based on the complexity of the planning service.
One-Time Plan:$3,000 - $12,000
Hourly Rate:$175/hr
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