Financial Advisor for You, LLC

Fixed/Hourly

Financial Advisor For You, LLC (FAFY) provides comprehensive financial planning advice, including cash flow management, debt reduction, real estate, insurance, college planning, retirement, investment, tax, and estate planning. FAFY does not manage money or sell products. The firm offers educational workshops and one-time financial plan updates. Investment advice is a component of the overall financial planning assessment, but FAFY does not actively direct client assets.

Assets Under ManagementN/A
Clients160
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Comprehensive financial plan — $1,200 to $2,000, depending on complexity.
  • One-time financial plan updates - Fees are negotiable.
  • Hourly consultations — $250/hour for specific topics like cash flow, insurance, home buying, debt repayment, and retirement investment selection.
  • Financial planning seminars — $0 to $350/seminar, depending on the topics covered.
One-Time Plan:$1,200 - $2,000
Hourly Rate:$250/hr
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Location

1 Advisors at this firm