Bates Financial Group provides financial planning services and educational seminars/workshops. They tailor their services to individual client needs, addressing both short-term and long-term goals. Clients can specify restrictions on investments. The firm also offers individual consultations with registered representatives to discuss insurance and product needs, but clients are not obligated to purchase securities through them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1K
- Comprehensive financial plan: Fees depend on the software used, plan complexity, and assets, typically not exceeding $15,000. Fees above this amount require approval.
- Focused plan: Generally less expensive than a comprehensive plan, unless complex circumstances warrant a higher fee.
- Consulting Services for Individuals: Flat fee or hourly rate, typically not exceeding $5,000, but can be up to $10,000 with additional review.
- Consulting Services for Businesses: Flat fee or hourly rate, typically not exceeding $15,000.
One-Time Plan:Up to $15,000
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