Glenview Wealth provides financial planning and investment consulting services to help individuals achieve their financial goals. Glenview analyzes your financial situation and provides recommendations on topics like net worth, cash flow, insurance, retirement planning, investments, and estate planning. Glenview does not manage your investments directly, so you are responsible for implementing any recommendations.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Clients who complete a financial plan can get ongoing updates at an hourly rate of $500 per hour.
- Financial Plan - Flat fee of $5,000, which may vary based on the complexity of your financial situation and may be negotiable.
- Ongoing Updates to Financial Plan - $500 per hour.
One-Time Plan:$5,000
Hourly Rate:$500/hr
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