Gomez Financial Planning offers personalized financial planning and investment advice. Services include retirement planning, investment guidance, budgeting and debt management, and financial coaching. Gomez Financial Planning does not manage client assets or maintain custody of client funds. All recommendations are provided on a non-discretionary basis, requiring client approval.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Gomez Financial Planning offers a retainer model for $500 every 6 months, which includes quarterly or biannual meetings, portfolio reviews, and unlimited email support with responses within 2 business days.
- Basic Plan: $500 (Budgeting & debt management, up to 4 hours)
- Mid-Tier Plan: $1,250 (Retirement & investment strategy, up to 10 hours)
- Comprehensive Plan: $2,400 (Full financial plan, up to 20 hours)
- Annual Portfolio Review: $300 (Detailed investment analysis, up to 2 hours)
Annual Retainer:$1,000/year
One-Time Plan:$500 - $2,400
Hourly Rate:$150/hr
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