Cultivate Financial Planning provides financial planning and investment management services. Clients work with a planner to develop and implement a financial plan, which is then monitored and updated. Cultivate offers comprehensive financial planning, project-based planning, and employee benefit plan services. Tax preparation services are also available.
Assets Under Management$84M
Clients87
Advisors1
Avg. per Client$960K
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management
Investment management is included as part of the comprehensive financial planning service. Cultivate Financial Planning creates and manages a portfolio based on your personal investment policy and asset allocation targets.
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