Count Your Beans FP offers financial planning services, including one-time plans and ongoing wealth management. They cover topics like life planning, risk management, college savings, cash flow, debt management, and estate planning. Count Your Beans FP provides investment analysis and advice, focusing on passive, low-cost investments. They do not manage client investment assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Count Your Beans FP provides investment analysis and advice, focusing on appropriate asset allocation and passive portfolio construction. They do not manage client assets directly, so there are no fees for investment management. Clients are responsible for implementing the recommendations themselves or through another advisor.
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