Defined Financial Planning LLC
Assets Under Management
$137.3M
Number of Clients
104
Number of Advisors
N/A
Average Client AUM
$1.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Defined Financial Planning LLC provides discretionary and non-discretionary investment management services based on client's financial condition, goals, and risk tolerance. They also offer financial planning services covering retirement, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, and charitable giving. They may recommend third-party investment advisors.
Fee Structure
The firm charges a one-time upfront flat fee of $500, plus fees based on assets under management (AUM). For standalone financial planning, there's an upfront consultation fee ($500-$3,000) and an annual fee ($1,000-$25,000). Fees are negotiable. There are three AUM fee schedules: Core Investment Management (1.10% to 0.85%), Foundational Financial Planning (1.15% to 1.00%), and Advanced Financial Planning (1.15% to 1.10%). The minimum AUM for Core Investment Management is $250,000, for Foundational Financial Planning is $500,000, and for Advanced Financial Planning is $1,000,000. Fees are billed monthly in arrears.
Areas of Practice
Location
899 Northgate Dr, Suite 300, San Rafael, CA, 94903