Dependent Financial Planning (DFP) provides investment management, financial planning, and educational seminars. DFP creates investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. DFP may recommend outside investment managers and is a fee-only firm.
Assets Under Management$42M
Clients78
Advisors1
Avg. per Client$540K
Avg. per Advisor$42M
www.dependentfinancialplanning.com ·www.linkedin.com/company/dependent-financial-pl... ·www.youtube.com/@dependentfinancialplanning
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.90% |
| $50K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable. Betterment charges a fee ranging from 0.12% to 0.25% of account balances, included in DFP's fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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