Herndon Wealth Services provides financial planning and consulting services. This includes creating financial plans, ongoing financial planning, and hourly engagements. The firm helps clients with business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Herndon Wealth Services does not manage assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Herndon Wealth Services offers ongoing financial planning for a fixed annual fee of $4,000. This includes quarterly meetings and ongoing check-ins via phone or email. This service is only offered to clients who have completed an initial financial plan.
- Financial Plan Creation - $750
- Hourly Financial Planning - $250 per hour
Annual Retainer:$4,000/year
One-Time Plan:$750
Hourly Rate:$250/hr
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