DIYFi Advisors helps clients transition from high-fee investment platforms to cost-effective, self-managed solutions. DIYFi offers fixed-price service packages, custom packages, and hourly consulting. DIYFi specializes in helping clients gain the knowledge and tools to manage their finances independently while minimizing ongoing fees.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Foundations Package — $250, includes initial financial assessment, retirement account enrollment assistance, debt repayment guidance, banking recommendations, implementation sessions, and follow-up support.
- Portfolio Transition Package — $750, includes portfolio analysis, fee elimination opportunities, brokerage selection guidance, tax-efficient investing strategies, implementation sessions, and follow-up support.
- Financial Safety Net Package — $1,250, includes detailed financial assessment, risk management strategy, retirement goal projections, insurance and estate planning reviews, portfolio optimization, consultation sessions, and periodic check-ins.
- Hourly Consulting — $250/hour, billed in half-hour increments, for tailored financial advice.
- Custom Packages — Pricing varies based on scope and complexity, offering cost savings compared to hourly services.
One-Time Plan:$250 - $1,250
Hourly Rate:$250/hr
Loading...