Wilbert Guilford CFP®, PLLC provides financial planning services to individuals, families, and small businesses. As a fee-only firm, Wilbert Guilford does not sell financial products and aims to provide unbiased advice, acting in the client's best interest. Services include asset allocation, business development, spending plans, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $1,500 to $5,000, depending on complexity.
- Financial advice for individual projects — $100 to $200 per hour for investment advice, budgeting, credit, student loans, and monitoring of financial plans.
One-Time Plan:$1,500 - $5,000
Hourly Rate:$100 - $200/hr
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