Fees are based on the complexity and time involved in preparing a financial plan or completing a consulting project. Initial financial plan fees start at $1,000. Subsequent reviews are provided at 50% or less of the original plan costs, with a minimum of $1,000. Consulting services are billed at $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fees for comprehensive financial plans are generally not negotiable, but group or company discounts may be available.
13455 Noel Road, 20th Floor, Dallas, TX, 75240
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Learn about disclosures →William is an investment advisor representative with Spectrum Strategies, LLC, dedicating full-time hours to financial planning. He also owns rental property and helps clients obtain insurance policies, dedicating minimal time to each.