Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
St. Louis, MO
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Carrie is the president of Strongheart Financial, focusing on budgeting, cash management, and retirement needs analysis, dedicating about 10% of her time. She also receives book royalties from Taylor & Francis Group, LLC, but spends no time on this activity.