Cpc Financial Planning, INC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
CPC Financial Planning, Inc. provides financial planning services, including written reports analyzing a client's financial situation and making recommendations for investments, risk management, tax planning, education, retirement, and estate planning. They also offer hourly advice on specific financial planning issues.
Fee Structure
The firm offers financial plans with fees ranging from $1,500 to $10,000. Annual plan monitoring fees are $250 plus the greater of 1% of gross income or 1/20% of net worth up to $5,000,000, plus 1/40% of net worth over $5,000,000, subject to a minimum of $750 and a maximum of $5,000. Hourly consultation fees range from $155 to $300.
Areas of Practice
Location
250 Tanglewood Lane, King of Prussia, PA, 19406