Eagan Ventures provides financial planning services to individuals. They offer comprehensive financial plans covering various aspects of a client's finances, annual reviews to update those plans, and separate consultations for specific financial topics. Clients can execute the financial plan on their own.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan — $1,500 fixed fee, may be negotiable based on complexity.
- Annual Financial Plan Review — $500 fixed fee, non-negotiable.
- Separate Financial Planning Consultations — $150 hourly fee, non-negotiable.
Annual Retainer:$500/year
One-Time Plan:$1,500
Hourly Rate:$150/hr
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