Prime Personal Finance provides financial planning and education to individuals and families. Services include developing personalized financial plans, offering educational resources, and providing ongoing reviews and monitoring through monthly virtual meetings. Prime Personal Finance does not manage investments or take custody of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Prime Personal Finance charges a flat fee of $110 per month for financial planning services. This includes a monthly virtual meeting to review your financial progress and make adjustments to your plan as needed. You can also contact Prime Personal Finance at any time with financial questions.
Annual Retainer:$1,320/year
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