DocsFP LLC provides financial planning on an hourly basis, covering topics like business, cash flow, debt, education, employment benefits, estate, financial goals, insurance, investment, property, retirement, risk, and tax planning. Investment management is offered at no additional cost to clients who are actively engaged in hourly financial planning. DocsFP tailors its services to each client's situation and allows clients to place restrictions on investments.
Assets Under Management$15M
Clients33
Advisors1
Avg. per Client$440K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Investment management is offered at no additional cost to clients who are actively engaged in an hourly financial planning agreement with DocsFP. Either the client or DocsFP can terminate the investment management engagement at any time without fees.
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