Comprehensive Financial Planning for Doctors (CFPFD) provides financial planning, investment management, and tax services. CFPFD works with individuals and high-net-worth individuals, offering services like debt management, retirement planning, and tax planning. CFPFD recommends low-cost investments like Exchange Traded Funds (ETFs) and index mutual funds. The firm is fee-only, meaning it doesn't sell financial products and always acts in the client's best interest.
Assets Under Management$230K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$230K
www.cfpfordoctors.com ·www.letsmakeaplan.org/find-a-cfp-professional/c... ·nicep.org/profile/mike-mcerlane-id-1402
Fee Structure
Planning is included in investment management (also available separately)
CFPFD offers investment management as part of an ongoing agreement. The ongoing agreement costs $400 per month. The firm generally recommends low-cost, passively managed Exchange Traded Funds (ETFs), index mutual funds, and publicly traded Real Estate Investment Trusts (REITs).
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