Cloudsplitter Financial Planning helps individuals, families, and retirees align their values and financial goals through comprehensive financial planning. They offer services like financial planning, portfolio management, retirement planning, education planning, estate planning, charitable giving, insurance review, and tax planning. Cloudsplitter Financial Planning is a fee-only firm, meaning they only get paid by their clients and don't receive commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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