Vg Financial Consulting, LLC

Fixed/Hourly

VG Financial Consulting, founded by Valerie Gospodarek, offers financial organizing, planning, implementation, and consulting services. VGFC focuses on providing financial planning and implementation services, coaching clients through the implementation of their plans. Clients can engage VGFC on an hourly basis or through comprehensive financial planning packages.

Assets Under ManagementN/A
Clients18
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

VG Financial Consulting offers ongoing relationships to clients who have received a comprehensive financial plan, with the following options:

  • Option 1 (Annual): $300/year, includes one 1-hour call and access to a personal financial website for 12 months. Additional services are billed at $300/hour.
  • Option 2 (Quarterly): $1,200/year, includes four 1-hour calls and access to a personal financial website for 12 months. Additional services are billed at $300/hour.
  • Option 3 (Ad Hoc): $100/year, includes access to a personal financial website for 12 months. Additional services are billed at $300/hour.
  • A La Carte Services: $300 per hour with a five-hour minimum.
  • Standard Comprehensive Financial Plan: $5,000 - $15,000
  • Enhanced Comprehensive Financial Plan: $6,000 - $18,000
  • Premier Comprehensive Financial Plan: $7,500 - $30,000
  • Extensive cost basis research may incur additional fees at $300/hour.
Annual Retainer:$100 - $1,200/year
One-Time Plan:$5,000 - $30,000
Hourly Rate:$300/hr
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Location

1 Advisors at this firm