Chair Six Financial Planning, PLLC offers personal financial planning and investment consultation services. Planning covers cash flow, retirement, education, risk management, estate, and divorce. Investment consultation includes advice on investment vehicles, strategies, and portfolio design. They also offer tax planning and preparation services under a separate agreement. Clients can choose broad-based or modular planning. PFP Plus services combine ongoing financial planning with portfolio management.
Fee Structure
Chair Six Financial Planning offers portfolio management as part of its PFP Plus service. The fee for PFP Plus is an annual fixed fee ranging from $1,000 to $10,000 per year, paid quarterly, based on the complexity of your financial needs and situation. Clients who do not engage the firm for portfolio management are typically referred to project-based services.