Pavilion Financial Planning manages individually-tailored investment portfolios and provides comprehensive financial planning services for individuals and families. The firm builds portfolios using Modern Portfolio Theory and passive investment strategies, advising on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to investment management, Pavilion Financial Planning offers ongoing and project-based financial planning covering cash flow, debt management, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax planning strategies. The firm also provides standalone tax return preparation services. Led by founder and principal Jessica Goedtel, the firm emphasizes a fiduciary commitment to acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually for standalone investment management. Clients who also engage the firm for ongoing financial planning pay an additional 0.25%, bringing the investment management rate to 1.25%.
