Flourish Financial Life Planning (FFLP) offers financial planning and investment management services. FFLP is a fee-only firm, meaning it only gets paid by its clients for its services. Financial planning covers areas like cash flow, college savings, estate planning, insurance, investments, real estate, retirement, risk management, and taxes. Investment management is available to clients engaged in ongoing financial planning services.
Assets Under Management$2.4M
Clients13
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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