PERS Pro LLC (PPL) offers financial planning services to individuals, particularly mid- to late-career state employees. PPL helps clients understand their financial situation, set goals, analyze options, develop a financial plan, and then presents the plan. Clients can also opt for assistance with implementing and updating their plans. PPL is a fee-only firm, meaning it only gets paid by its clients and doesn't receive commissions from selling products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Clients can get help implementing their financial plan for $310 per month, which includes up to 45 minutes of phone or video conferencing time per month, unlimited email support, and monthly check-ins. Clients can also get their financial plan updated for a flat fee of $1,240.
- Comprehensive financial plan — $4,030, covering a range of financial planning topics.
- Financial plan implementation assistance — $310/month, includes up to 45 minutes of phone or videoconference time per month in addition to unlimited email support and monthly checkins.
- Financial plan update — $1,240, to keep the plan current and relevant to the client's circumstances and needs.
Annual Retainer:$3,720/year
One-Time Plan:$1,240 - $4,030
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