Mooberry Financial Management, LLC
Assets Under Management
N/A
Number of Clients
45
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Mooberry Financial Management, LLC provides comprehensive financial planning services, including compiling information on assets, income, financial goals, insurance needs, estate planning, and tax planning. They offer continuous investment advice based on individual needs and may advise on securities.
Fee Structure
Mooberry Financial Management does not have a set financial planning fee schedule. Fees are quoted based on the complexity of each client's situation, typically ranging from $600 to $4500 for the initial plan. These fees are billed annually in arrears. Some additional services are offered to existing clients at hourly rates. Doni Mooberry also receives commissions from the sale of mutual funds and variable annuities through Institutional Securities Corp.
Areas of Practice
Location
901 Kentucky, Suite 202, Lawrence, KS, 66044