Alta Via Financial Planning (AVFP) is a fee-only financial planning firm. AVFP provides financial planning services to individuals and high-net-worth individuals. The firm offers both project-based and ongoing financial planning services, covering areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Fee Structure
Alta Via Financial Planning offers ongoing financial planning services for an annual flat fee, billed quarterly. The fee starts at $6,000 for individuals and $8,000 for couples, based on an hourly rate of $400. The final fee depends on the client's needs, complexity, and resources required. Clients work with a planner to develop and implement their plan, with regular reviews and adjustments as needed.
Alta Via Financial Planning offers project-based financial planning services at an hourly rate of $400. The fee may be negotiable. AVFP may request 50% of the fee in advance, with the remainder due upon completion of the services.