Gentian Financial provides financial planning and investment consulting services for a flat fee or hourly fee. Services include income analysis, cash flow and budgeting, investment analysis, life insurance analysis, estate planning, 401(k)/403(b) plan reviews, pension analysis, and stock option analysis. After an initial analysis and advice for one year, Gentian Financial offers ongoing investment consulting services to implement, update, and modify the initial advice.
Fee Structure
Gentian Financial charges flat fees for financial planning and investment consulting services, ranging from $250 to $25,000, depending on the scope of advice, the nature and number of investments, the amount of research required, and the number of reports requested. For limited circumstances, an hourly fee may be available, ranging from $150 to $300 per hour.