Reinhardt Consulting Firm provides financial planning and non-discretionary investment advisory services to individuals and families. The firm assists clients with budgeting, debt management, retirement planning, education savings, tax planning, insurance reviews, estate planning, cash flow analysis, and investment strategy. Reinhardt Consulting Firm focuses on long-term financial planning principles, asset allocation, and diversification, and can incorporate environmental, social, and governance criteria, community investments, and certain digital assets into recommendations. Clients retain full authority over their accounts and execute all transactions themselves, as Reinhardt Consulting Firm does not have trading authority or custody of client funds. Additionally, Reinhardt Consulting Firm offers paid tax filing and accounting services and technical assistance for digital asset transactions.
Fee Structure
- Financial planning, portfolio management, and related advisory services — $250 per hour, billed based on actual time spent on meetings, research, analysis, and recommendations.