Eustace Advisors provides financial planning services, including one-time financial plan development and ongoing financial planning. They also offer project-based financial planning to address specific client needs. Eustace Advisors operates on a fee-only basis, receiving compensation solely from client fees and does not manage client assets directly.
Assets Under ManagementN/A
Clients22
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Eustace Advisors offers ongoing financial planning for a recurring fixed monthly fee, starting at $175 for individuals and $300 for couples/families. The fee depends on the client's needs, complexity, and resources required. This service requires an initial one-time financial plan.
- Financial Plan Development - Starting at $2,000 for individuals and $3,000 for couples/families, depending on complexity and needs. This is a prerequisite for ongoing planning services.
- Project-Based Financial Planning - Hourly rate starting at $200 for addressing specific financial questions or issues.
Annual Retainer:$2,100 - $3,600/year
One-Time Plan:$2,000 - $3,000
Hourly Rate:$200/hr
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