Manion Financial Solutions provides financial planning services, including comprehensive financial plans, ongoing financial planning, and project-based financial planning. The firm also offers educational seminars. Manion Financial Solutions tailors its services to meet individual client needs and allows clients to place reasonable restrictions on investment advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Ongoing financial planning is available to clients who have engaged with Manion Financial Solutions for a comprehensive financial plan. The recurring fixed fee ranges from $0 to $1,000 per month, paid in advance. The fee depends on the client's specific needs, complexity, time, research, and resources required.
- Comprehensive Financial Plan - A one-time engagement providing a detailed financial plan designed to achieve the client's stated financial goals and objectives.
- Project-Based Financial Planning - A limited scope one-time engagement to address specific questions or issues. The client may choose from various topics to cover or other areas as requested and agreed to by Manion Financial Solutions.
Annual Retainer:$0 - $1,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $200/hr
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