Moneyfluent LLC offers financial planning services to individuals. The firm provides ongoing and project-based financial planning, covering areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Moneyfluent LLC is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
For ongoing financial planning, Moneyfluent LLC charges a monthly fee ranging from $100 to $500, depending on the client's needs, complexity, time, research, and resources required. The fee is negotiable.
For project-based financial planning, Moneyfluent LLC charges either a fixed fee between $500 and $10,000 or an hourly rate of $275. The fee depends on the client's needs, complexity, time, research, and resources required. The fee is negotiable.