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
Blüte Financial Coaching is a fee-only financial planning firm specializing in financial education and planning services through monthly coaching sessions. It aims to serve individuals who may not meet the investment minimums of larger advisors, focusing on education and financial plan creation.
Financial advice is provided for an hourly rate of $75 or a flat fee of $75 per coaching session (10-session commitment). Money Guide Pro projections are billed separately at $75 per hour, estimated to be around 10 hours ($750), but can vary based on complexity. Invoices are sent monthly after scheduled meetings.
IL, United States