AMA Financial Planning provides hourly, as-needed financial planning and investment advice to individuals. Services include cash flow and debt management, insurance coverage, investment selection and review, education funding, retirement planning, tax planning, employee benefits, estate planning, and charitable giving. AMA may recommend unaffiliated registered investment advisors to manage client portfolios, but does not receive compensation for these referrals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
AMA Financial Planning charges $250 per hour for financial planning services. A deposit of $250 is required to begin work, and balances are due upon delivery of the plan or advice. Example projects, such as retirement planning, typically cost less than $2,500.
One-Time Plan:Up to $2,500
Hourly Rate:$250/hr
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