On Target Financial Planning LLC (OTFP) is a fee-only financial planning firm. OTFP offers financial planning services to individuals and high-net-worth individuals. OTFP provides comprehensive financial plans, ongoing financial planning, and hourly financial planning. OTFP also offers DIY financial planning software. OTFP does not manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
OTFP offers ongoing financial planning for a recurring monthly fee of $199-$349, paid monthly in arrears. This service includes working with a financial planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up-to-date.
- Comprehensive Financial Plan: $2,499 - $7,500, involves a comprehensive review and analysis of the client’s financial resources, goals, and objectives.
- Hourly Financial Planning: $275 per hour for a limited scope one-time engagement to address specific questions or issues.
Annual Retainer:$2,388 - $4,188/year
One-Time Plan:$2,499 - $7,500
Hourly Rate:Up to $275/hr
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