RabbitPlans LLC is a fee-only registered investment advisor offering project-based financial planning services. They work with individuals, high net worth individuals, and businesses. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. RabbitPlans does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
RabbitPlans offers project-based financial planning for a fixed fee between $1,000 and $3,500, or an hourly rate of $175. The fee depends on the client's needs, complexity, time, research, and resources required.
One-Time Plan:$1,000 - $3,500
Hourly Rate:$175/hr
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