Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.
31 State Route 12, Flemington, NJ, 08822
Get directionsHoward is a CFP instructor, dedicating about 10% of his time to this role. He also works full-time as the Director of Financial Planning at Prestige Wealth Management and owns a woodworking business, Les Spiffy Stylos, spending a few hours per week on it.