Capital V Group LLC provides financial planning and consulting services tailored to a client's financial situation, tax status, risk tolerance, and investment goals. Services include comprehensive financial planning covering budgeting, estate, tax, and business planning. The firm gathers data to analyze liabilities, cash flow, net worth, and tax assessments, and evaluates insurance coverage. Capital V Group does not manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Capital V Group charges $350 per hour for financial planning and consulting services. Creating a financial plan typically takes 4 to 10 hours, while a plan update takes 1 to 4 hours, depending on the complexity of the services provided.
Hourly Rate:$350/hr
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