Devtara Financial provides financial planning services on an hourly basis to individuals, families, and small business owners. Devtara does not manage client investments. Services include cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Clients are responsible for implementing any recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are billed at $198 per hour, in 30-minute increments.
- Clients from households with a prior-year income below $75,000 are eligible for a discounted hourly rate of $99. Income documentation may be requested.
Hourly Rate:$99 - $198/hr
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