Nagel & Padilla offers tax preparation, tax planning, and financial planning services. Financial planning includes determining financial objectives, identifying financial challenges, cash flow management, tax planning, risk management, investment review, education funding, retirement planning, and estate planning. The client makes the final decision on asset allocation and maintains control of their assets. Nagel & Padilla does not implement investment strategies on behalf of clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Financial plans cover cash flow, spending budgets, retirement accounts, estate planning, investment accounts, tax planning, risk management, and education planning.
- After the initial plan, additional work is billed at standard hourly rates.
Hourly Rate:$100 - $200/hr
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