Financial Excavation, LLC (FEX) offers financial planning services to individuals. FEX is a fee-only firm, meaning it only gets paid by its clients for its services. FEX offers financial planning services on a project basis or on an ongoing basis. FEX may provide seminars for groups seeking general advice on investments and other areas of personal finance.
Fee Structure
For ongoing financial planning, Financial Excavation charges an initial fee between $500 and $4,000, which is negotiable. They also charge a recurring monthly fee between $100 and $1,000, depending on your needs and the complexity of your situation. This fee is paid monthly in advance.
For project-based financial planning, Financial Excavation charges either a fixed fee between $1,000 and $8,000 or an hourly rate of $300. The fee depends on your needs and the complexity of the project.