Financial Scaffolding, LLC

Fixed/Hourly

Financial Scaffolding provides financial planning and consulting services to individuals. This includes helping clients determine their long-term financial goals through investments, tax planning, asset allocation, risk management, and retirement planning. Financial Scaffolding's services are limited to providing investment advice only and not asset management services to Clients.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Financial Scaffolding offers investment guidance and financial planning for $200 for the first 12 months, then renews at $7.50/month. This includes updates on investment allocations, rebalancing suggestions, and direct access to Financial Scaffolding for questions. Clients can cancel at any time. A money-back guarantee is offered within 60 days of payment for the first year.

Annual Retainer:$90 - $200/year
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Location

1 Advisors at this firm

Financial Scaffolding, LLC | TrueAdvisor