Bird Spring Financial offers financial planning services to individuals, high net-worth individuals, and businesses. They provide comprehensive financial planning, covering areas like business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Bird Spring also offers educational seminars. Tax preparation and representation services are offered through their affiliated entity, Bird Spring Tax LLC.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Fixed Fee Financial Plan: $375.00 - $7,500.00, depending on the complexity of the work.
- Monthly Subscription Financial Plan: $125 to $300 per month, depending on the complexity of the work, with a 12-month commitment.
- Hourly Financial Planning: $250.00 - $400.00 per hour, based on the client’s desired timeframe.
Annual Retainer:$1,500 - $3,600/year
One-Time Plan:$375 - $7,500
Hourly Rate:$250 - $400/hr
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