Lula Financial offers financial planning services to individuals and high-net-worth individuals. These services include one-time financial plans, hourly financial planning engagements, and ongoing planning and implementation. Planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Lula Financial primarily uses passive investment management strategies.
Assets Under ManagementN/A
Clients96
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Lula Financial offers ongoing financial planning for $100-$200 per month. The fee may be negotiable.
- Financial Plan - $2,000 - $3,000, fee is negotiable.
- Hourly Financial Planning - $100 - $500 per hour, fee is negotiable.
Annual Retainer:$100 - $200/year
One-Time Plan:$2,000 - $3,000
Hourly Rate:$100 - $500/hr
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