Cannata & Company provides financial planning services tailored to individual needs. These services include estate planning analysis, business succession planning, retirement planning, investment analysis and planning, education planning, and budgeting and cash flow management. Cannata & Company does not offer asset management services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Financial planning services are offered on an hourly basis at $250 per hour.
- Fixed fees range from $500 to $10,000, depending on the time spent, number of meetings, complexity, research, services requested, and staff resources.
One-Time Plan:$500 - $10,000
Hourly Rate:$250/hr
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