Monterey Associates provides personalized financial planning and education on a fee-only basis. Services include cash flow management, investing, debt management, retirement planning, risk management, asset allocation, and tax planning. Monterey Associates does not manage investments or take custody of client assets; clients make all investment decisions.
Assets Under ManagementN/A
Clients40
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Initial Financial Review - $450 for a two-hour interactive session to assess and understand your current financial situation.
- Self-Employed Financial Planning Engagement - $500 for a two-hour engagement focused on budgeting, credit management, banking & borrowing strategies, debt management, income tax basics and retirement savings options.
- Comprehensive Financial Plan - $1,200 to $3,500 depending on the complexity of your situation and financial goals.
- Hourly Financial Planning - $200 per hour with a 1-hour minimum for help with specific financial issues or an annual review and update to your Comprehensive Financial Plan.
One-Time Plan:$450 - $3,500
Hourly Rate:$200/hr
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