Israilov Financial provides financial planning services, including comprehensive financial plans, ongoing financial planning, and project-based financial planning. They help clients with cash flow, debt management, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Israilov Financial does not manage client assets or participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
For clients who have a Comprehensive Financial Plan, Israilov Financial offers ongoing financial planning for an annual fee of $5,000 - $9,000. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are paid monthly or quarterly in advance.
- Comprehensive Financial Plan — $3,000 - $6,000, depending on the client's needs, complexity, time, research, and resources required. Includes six months of implementation support.
- Project-Based Financial Planning — $1,000 to $3,000, depending on the client's needs, complexity, time, research, and resources required. This is for addressing specific questions or issues.
Annual Retainer:$5,000 - $9,000/year
One-Time Plan:$1,000 - $6,000
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