Remedios Financial Planning is a financial planning firm based in San Francisco, California. The firm specializes in providing hourly, as-needed advice and project-based financial planning services to individuals at all stages of their investment journey. Remedios Financial Planning covers a wide range of topics, including cash flow and budgeting, retirement planning, investment review and allocation suggestions, tax strategies, estate planning, and risk management. The firm operates as a fiduciary, legally required to act in your best interest at all times. Remedios Financial Planning does not manage investment portfolios directly or offer ongoing investment management services, focusing instead on advice and planning. The firm also hosts educational workshops on personal finance topics.
Fee Structure
- Limited scope hourly planning — $400 per hour, billed in 6-minute increments for specific questions or guidance
- Project-based comprehensive planning — Based on the firm's hourly rate multiplied by the estimated time required to complete a broad-based financial plan covering multiple areas
- Educational workshops — $25 to $100 per session depending on the length and materials provided