The Hourly Advisor offers fee-only financial planning services on an hourly basis. The Hourly Advisor does not manage client investment portfolios or provide ongoing investment management, but instead provides guidance and recommendations as part of comprehensive financial planning. Services cover retirement planning, tax strategies, cash flow and debt management, college savings, estate planning, employee benefits optimization, insurance review, and investment planning. The Hourly Advisor operates as an independent firm with no minimum investment or account size requirements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly financial planning — $300 per hour for comprehensive or project-based advice, covering areas such as retirement, taxes, cash flow, estate planning, and investment strategies.
Hourly Rate:$300/hr
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