F5 Financial Planning provides tailored financial planning and investment advisory services. They focus on helping clients define and achieve their financial goals through strategies covering investment management, retirement planning, estate planning, cash flow, insurance, tax planning, and college funding. Investment advisory services are provided only as part of an ongoing financial planning relationship. F5 Financial acts as a fiduciary, putting clients' best interests first.
Fee Structure
Investment advisory services are only provided as part of the comprehensive financial planning services. There is an initial one-time financial planning fee of $3,000. The firm charges an annual fee for the Comprehensive Financial Planning Services. The annual fee is based on investable assets and is paid quarterly in arrears. The firm's fees are negotiable.