The Fintel Group provides financial plans and business consulting services. They start with a free consultation to understand your goals and current situation. If you hire them, they'll create a custom financial plan and provide ongoing support for three months to help you implement it. After that, you can get ongoing advice on an hourly basis. They specialize in comprehensive and modular financial plans, covering areas like saving, investing, retirement, education, real estate, estate, insurance, and tax planning.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan for single tax filers: $2,000
- Comprehensive financial plan for all other tax filers: $2,500
- Modular planning services, ad hoc questions, small business administrative consulting, or continued support beyond the initial engagement: $189 per hour, billed in quarter-hour increments.
One-Time Plan:$2,000 - $2,500
Hourly Rate:$189/hr
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