Fluid Financial Planning (FFP) offers investment advice and comprehensive financial planning. FFP determines a target portfolio allocation based on your investment objectives. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. FFP monitors your plan and recommends changes as needed.
Assets Under Management$18M
Clients112
Advisors1
Avg. per Client$160K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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