Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Financial planning services are offered on an ongoing engagement, hourly basis, or for a fixed engagement fee. Ongoing engagement fees range up to $6,000 annually and may be negotiable. Hourly fees range from $300 to $475 per hour. Fixed engagement fees range up to $6,000. Fees may be negotiable based on the nature and complexity of the services.
Areas of Practice
Advisor Information
Office location
1 Belvedere Place, Suite 200, Mill Valley, CA, 94941
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Stephen is the CEO of NewRetirement, Inc., an educational website. This non-advisory role takes about half of Stephen's time.