The Financial Advisory Group
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
The Financial Advisory Group provides financial planning services, evaluating asset/liability analysis, income tax planning, risk management, estate planning, retirement, and education planning. They offer comprehensive and segmented plans tailored to individual client goals, objectives, and risk tolerance. Implementation assistance is also provided.
Fee Structure
The cost for financial planning depends on the complexity and time involved. Retirement plans range from $3,000 to $4,000, and comprehensive plans range from $3,500 to $4,500. Segmented plans or contracts less than one year may have lower fees. Half the fee is due upfront, and the final half is invoiced after the plan presentation. After the first year, clients transition to a monthly financial consulting service based on hourly rates: $200/hour for a CFP and $100/hour for staff. Fees may be negotiable.
Areas of Practice
Location
45 Wyntre Brooke Drive, York, PA, 17403