Personal Econome offers financial planning and investment advice, including help with financial goals, cash flow, tax planning, risk protection, asset allocation, education funding, retirement, and estate planning. Personal Econome is a fee-only firm, meaning it doesn't sell financial products or receive commissions. The firm provides a written evaluation of each client’s initial situation. Other professionals are engaged directly by the client as needed.
Assets Under Management$0
Clients4
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Personal Econome charges $700 for comprehensive financial planning services.
One-Time Plan:$700
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