Steven Spalding offers financial planning and consulting services tailored to each client's financial situation, tax status, and risk tolerance. Plans can be comprehensive or focus on specific areas like investments, insurance, taxes, or estate planning. Steven Spalding may also hold seminars on securities, insurance, and financial planning strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plans and consulting services are charged hourly at $150/hour.
- Flat fees for financial plans range from $2,000 to $20,000, depending on the complexity of the engagement. Fees may be lower at the advisor's discretion.
- In certain cases, consulting fees may be calculated as a percentage of assets.
One-Time Plan:$2,000 - $20,000
Hourly Rate:$150/hr
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