Rising Tides Financial Planning (RTFP) offers one-on-one financial planning services. RTFP helps clients identify and prioritize financial goals, assesses current and alternative courses of action, and develops financial planning recommendations. RTFP does not manage client assets or receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After an initial plan is delivered, RTFP charges an annual fee of $400 - $10,000, paid monthly or quarterly. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
RTFP charges an initial fee of $75 - $350 to construct a comprehensive financial plan. The fee may be reduced or waived at the advisor's discretion.
Annual Retainer:$400 - $10,000/year
One-Time Plan:$75 - $350
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