Barrett FP LLC offers hourly financial planning services. They do not manage client portfolios or implement investment changes. Clients receive tailored, one-on-one financial planning advice and are responsible for implementing recommendations. Barrett FP LLC does not offer advice restricted to particular investment types.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Barrett FP LLC provides hourly financial planning services. The initial engagement requires an upfront payment of $499. Returning clients are not required to pay in advance. All fees are billed directly to clients based on the scope of work.
One-Time Plan:$499
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