Flourish Financial Planning is a registered investment advisor founded in 2018 and based in Grapevine, Texas. Flourish Financial Planning offers personalized investment management, ongoing comprehensive financial planning, hourly financial planning, and a quick-start session for specific questions. The firm builds passive, diversified portfolios primarily using index mutual funds and exchange-traded funds based on Modern Portfolio Theory, and can accommodate client-elected Biblically Responsible Investing strategies. Flourish Financial Planning does not have a minimum account size requirement and serves individuals, high-net-worth individuals, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fee is 0.80% on all assets under management, billed quarterly in advance. Fees are negotiable.
