WealthPortrait Financial provides financial planning and consulting services to help clients achieve their financial goals. They gather detailed financial information to create personalized plans covering areas like retirement, taxes, estate planning, and insurance. WealthPortrait Financial does not manage investments or provide investment advice for a fee.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
WealthPortrait Financial charges either $225 per hour or a fixed fee between $450 and $4500 for financial planning services. The specific fee is agreed upon in advance and detailed in a Financial Planning Agreement.
One-Time Plan:$450 - $4,500
Hourly Rate:$225/hr
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