Datapoint Financial Planning (DFP) provides financial planning services to individuals, including high net-worth individuals. DFP offers project-based comprehensive financial planning and hourly financial planning. The project-based service involves working with a planner over a limited time to develop a plan and provide implementation support. Hourly financial planning is available for established clients who need advice on a limited scope of work.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Project-based Comprehensive Financial Planning: A flat fee is charged based on estimated hours to develop a detailed financial plan. The plan covers areas such as net worth, cash flow, insurance, employee benefits, retirement planning, investments, college planning, estate planning, and tax planning. After plan delivery, the client has 45 days for follow-up and clarifications.
- Hourly Financial Planning: Billed at $300 per hour for limited scope advice.
Hourly Rate:$300/hr
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