Summer Family Advisors (SFA) is a financial planning firm. SFA offers financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses. SFA is a fee-only firm, meaning it only gets paid by its clients for its services. SFA may recommend other professionals like attorneys or accountants, but clients aren't required to use them.
Fee Structure
For ongoing financial planning, SFA charges a recurring fee ranging from $100 to $5,000 per quarter, paid in advance. The specific fee depends on the client's needs, complexity, time, research, and resources required. The final fee is negotiable and outlined in the advisory contract.
For project-based financial planning, SFA charges either a fixed fee between $500 and $10,000 or an hourly rate of $395. The specific fee depends on the client's needs, complexity, time, research, and resources required. The final fee is negotiable and outlined in the advisory contract.