David’s Planning Services, LLC provides general financial planning services, including budgeting, investment advice for retirement and non-retirement accounts, insurance advice, tax advice and preparation, education financial planning, and retirement financial planning. Investment advice is limited to diversified bond or stock mutual funds or similar financial instruments. David’s Planning Services tailors its services to client needs and qualifications.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
David's Planning Services charges between $175 and $250 per hour, depending on the length and complexity of the engagement. Flat fees range from $500 to $5,000 based on the specific services and are negotiable.
One-Time Plan:$500 - $5,000
Hourly Rate:$175 - $250/hr
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