Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
A Penny Planned LLC offers financial planning services, including ongoing comprehensive planning and limited-scope planning. Services cover business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning.
Ongoing financial planning includes an initial fee of $500-$5,000 and a monthly fee of $200-$500, depending on complexity. This covers plan development, monitoring, and annual review.
Limited-scope financial planning is offered on a fixed-fee basis, ranging from $800 to $7,500, depending on the project's complexity. Hourly financial planning is also available at $250 per hour.
TX, United States