Krystal Fortner, CFP® is a fee-only registered investment advisor providing financial planning services to individuals and high net-worth individuals. Financial planning involves evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. Krystal Fortner does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Krystal Fortner charges a fixed fee followed by an hourly fee for financial planning. The fixed fee ranges from $5,500 to $10,000, depending on the client's needs and the complexity of the plan. After the plan is delivered, an hourly rate of $350 will commence.
One-Time Plan:$5,500 - $10,000
Hourly Rate:$350/hr
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