FirstTen Financial provides financial planning services to individuals, including high net worth individuals. They offer ongoing financial planning, where clients work with a planner to develop and monitor their plan for a fixed quarterly fee. They also offer project-based financial planning services on topics like retirement, risk management, and college savings.
Fee Structure
FirstTen Financial offers ongoing financial planning for a quarterly fee ranging from $500 to $1,500, plus an upfront charge of $100-$500. This service includes developing and implementing a financial plan, monitoring the plan, recommending changes, and annual reviews. The fee may be negotiable.
FirstTen Financial offers project-based financial planning services for a fixed fee ranging from $500 to $6,000, depending on the project. This fee is negotiable. Half of the fee is due at the beginning of the process, and the remainder is due upon completion.