FinEase Consulting offers financial planning and consulting services. Clients provide their financial information, and FinEase Consulting creates a financial or investment plan to help them meet their goals. FinEase Consulting may offer referrals to third-party investment advisors. They may also provide consulting services regarding non-investment related matters, such as estate planning, tax planning, and insurance. FinEase Consulting does not implement transactions or actively manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
For a complete financial plan, FinEase Consulting charges a fixed fee that generally does not exceed $1,000. The fee is determined after reviewing your financial situation and considering the complexity and time required. The fee is negotiable.
One-Time Plan:Up to $1,000
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