Cawley Investment Holdings operates under the business name Paraplan OnDemand to provide outsourced financial planning support, data entry, and analytical services exclusively to financial advisors, registered investment advisors, and other professional entities. The firm does not have direct relationships with individual retail investors or manage client portfolios. Instead, Cawley Investment Holdings assists professional advisors with tasks such as plan setup, retirement projection reviews, cash flow modeling, tax-related planning analysis, insurance and estate planning support, and meeting preparation. Services are provided on a project-by-project or ongoing support basis, with fixed fees agreed upon in advance. The firm is owned and managed by David Cawley, who holds a Certified Financial Planner designation.
Fee Structure
- Data entry and plan setup — approximately $500 per engagement, organizing client-provided information into financial planning software or templates
- Basic planning support — approximately $1,000 per engagement, covering baseline support such as retirement projection reviews, cash flow modeling, and goal-based modeling
- Comprehensive planning support — approximately $1,500 per engagement, providing detailed analysis across retirement, cash flow, taxes, insurance, estate, education, and debt planning
- Add-on analyses — approximately $250 per analysis for custom work such as Roth conversion reviews, Social Security analysis, or stock option analysis
- Meeting support — $250 per meeting to attend client meetings in a limited support capacity to explain modeling assumptions and methodology