Grand Central Financial Planning provides financial advice on investment choices, portfolio construction, cash flow management, retirement, risk management, estate and tax planning, and more. They do not manage client investment accounts. Clients receive a written action plan. Clients retain full discretion over all implementation decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Portfolio Review: $3,250 for a single person, $3,750 for a couple. Includes a questionnaire, review of your current situation, discussion of your goals, and 5-10 recommendations, including asset allocation and portfolio construction.
- Hourly Advice: $450 per hour, minimum one hour, billed in 15-minute increments. Available after an initial Portfolio Review for follow-up questions or annual check-ups.
- Business Evaluation/Business Opportunity: $2,000 - $5,000. Analyze a business or investment opportunity.
One-Time Plan:$2,000 - $5,000
Hourly Rate:$450/hr
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