Remedios Financial Planning
Assets Under Management
N/A
Number of Clients
61
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Remedios Financial Planning is a fee-only firm offering hourly advice on cash flow, retirement planning, investment review, tax, and estate planning. They provide educational workshops and work with clients to determine their financial needs and goals. Clients retain full discretion over implementation decisions.
Fee Structure
Remedios Financial Planning charges $400 per hour for limited scope planning engagements, billed in 6-minute increments. Project-based planning fees are based on the hourly rate multiplied by the estimated time to complete the project. Workshop fees range from $25 to $100 per session. Fees may be discounted but are not negotiable.
Areas of Practice
Location
Four Embarcadero Center, Suite 1400, San Francisco, CA, 94111