Birn Financial offers fractional CFO services including tax return completion, tax review, strategic planning, business strategy planning, and financial management. Birn Financial also provides financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Financial planning is available as a one-time project or ongoing service.
Assets Under ManagementN/A
Clients13
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Birn Financial offers ongoing financial planning for a negotiated fixed rate between $1,500 and $25,000 per month, paid monthly.
Birn Financial offers one-time financial plans for a negotiated fixed rate of $5,500. Hourly financial planning services are also available for a negotiated fee between $300 and $1,000 per hour.
Annual Retainer:$18,000 - $300,000/year
One-Time Plan:$5,500
Hourly Rate:$300 - $1,000/hr
Loading...