Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Advisor Information
Office location
Gulf Breeze, FL
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 ActivitiesSells Insurance
Alan is an insurance agent with Mutual of Omaha, providing life, disability, long-term care, Medicare supplements, and fixed annuities, dedicating nearly full-time hours to this role. He also owns Sanders Agency LLC for accounting and tax matters related to his Mutual of Omaha business, spending about 10-20% of his time on this.