Financial Planning Associates refers clients to The Pacific Financial Group (TPFG), a third-party investment advisor, based on the client's risk profile and financial goals. FPA monitors TPFG's performance and can suggest alternative advisors if needed. FPA also offers financial planning services, including investment and retirement planning, and tax concerns. FPA is paid by TPFG based on a percentage of the fees TPFG receives from the client.
Assets Under ManagementN/A
Clients120
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Financial Planning Associates charges $250 per hour for financial planning services. The final fee is negotiable and will be outlined in the Financial Planning Agreement.
Hourly Rate:$250/hr
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