Brian Adams Financial Planning (BAFP) is a fee-only firm offering financial planning services. BAFP helps clients evaluate their current and future financial state, covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. BAFP may recommend third-party professionals but does not receive compensation from them. Clients are responsible for implementing the financial plan.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Brian Adams Financial Planning offers project-based financial planning services on a one-time engagement basis to address specific questions or issues.
Fees are either fixed or hourly:
- Fixed fee — $1,000 to $2,000, depending on the client's needs, complexity, time, research, and resources required.
- Hourly rate — $125/hour
One-Time Plan:$1,000 - $2,000
Hourly Rate:Up to $125/hr
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