Financial Strategy Advisors provides financial planning services tailored to individual client needs. They offer three types of engagements: Open Retainer (comprehensive planning with ongoing consultation), Project Retainer (limited scope, short-term), and Financial Review (broad evaluation with recommendations). Clients are not obligated to act on recommendations or implement plans through the firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Financial Strategy Advisors offers three financial planning service options:
- Open Retainer: Comprehensive financial planning with ongoing meetings and consultation. The first year ranges from $3,000 to $25,000, and renewal years range from $2,000 to $20,000. Fees are paid quarterly in advance, with 40% due upon signing the agreement.
- Project Retainer: A limited scope engagement addressing specific financial areas. The fee is a flat amount based on projected service time, payable upfront.
- Financial Review: A broad evaluation of the client's financial status with recommendations. The fee is $950, payable upfront.
Annual Retainer:$2,000 - $25,000/year
Loading...