Guide My Finances offers financial planning and consulting services to individuals. This includes reviewing financial goals, recommending asset allocation strategies, and preparing written investment strategies. Guide My Finances provides specific financial advice or consulting on an hourly or flat-fee basis. They may also provide educational workshops. Guide My Finances does not manage assets but may assist clients in determining the suitability of managed account programs.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning or consulting projects range from $2,500 to $10,000 per project.
- Hourly consulting ranges from $275 to $395 per hour.
One-Time Plan:$2,500 - $10,000
Hourly Rate:$275 - $395/hr
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