Applied Financial Planning, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Applied Financial Planning, Inc. offers tax preparation and tax planning services tailored to individual client needs. Services include income tax planning, financial statement preparation, recommendations, and observations. The firm does not practice law or accounting and services conclude upon delivery of the written analysis or filing of a tax return. Implementation of recommendations is not included.
Fee Structure
AFP charges either an hourly rate of $480 or a fixed fee ranging from $1,000 to $10,000, depending on the complexity of the client's situation. Fees are not negotiable. Hourly charges require a deposit prior to commencement of services, not exceeding $500 if charged six months or more in advance. Clients terminating the agreement receive a prorated refund of unearned prepaid fees.
Areas of Practice
Location
100 Pacifica #400, Irvine, CA, 92618