Fidalgo Financial Planning (FFP) offers hourly financial planning services covering topics like financial goals, college savings, debt management, retirement planning, and risk management. FFP helps clients evaluate their current and future financial state, establish goals, and create a detailed financial plan. FFP does not manage assets for new clients, but may provide investment advice as part of the financial planning services.
Assets Under Management$150K
Clients2
Advisors1
Avg. per Client$74K
Avg. per Advisor$150K
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Fee Structure
Fidalgo Financial Planning no longer offers investment management services to new clients. For previous clients already with Betterment, the advisory fee is 0.40% annually, which includes Betterment's fee of 0.20%. Fees are negotiable, pro-rated, and paid quarterly in arrears.
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