New Phase Financial provides financial planning services to individuals and couples. New Phase helps clients evaluate their current and future financial state, covering areas like financial goals, cash flow, risk management, insurance, investments, retirement, taxes, college savings, employee benefits, estate planning, and business planning. New Phase does not provide investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning on a fixed fee basis — $900 - $5,900 and above depending on the complexity of the client’s needs and situation.
- Financial planning on an hourly basis — $190.00 and $260.00 per hour, depending on complexity.
One-Time Plan:$900 - $5,900
Hourly Rate:$190 - $260/hr
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