A Narrow Road, LLC (ANR) is a fee-only financial planning firm offering services to individuals, families, and businesses. ANR provides tax planning, estate planning, risk management, retirement planning, and business development needs. ANR operates with non-discretionary authority, meaning they need your approval before making any trades. They do not sell insurance or investment products and do not accept commissions.
Assets Under Management$28M
Clients19
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$28M
Fee Structure
A Narrow Road offers two main planning retainers:
- Encompass Retainer: Comprehensive financial planning for a fixed annual fee, including 6-8 meetings in the first year and 3-4 in renewal years, plus additional consultations. Services include tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews.
- Foundation Retainer: A narrower planning service focusing on specific areas like goal setting, tax planning, investment review, or retirement planning. Follow-up advice is limited.
- Financial X-Ray: A two-hour review of your overall financial situation for a flat fee of $750.
- Retirement Readiness X-Ray: A two-hour review of your ability to retire for a flat fee of $750.
Annual Retainer:$1,200 - $12,000/year
One-Time Plan:$750
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