A Penny Planned
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
A Penny Planned LLC offers financial planning services to individuals and high-net-worth individuals. Services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Services are offered on an ongoing or limited scope basis.
Fee Structure
Ongoing financial planning includes an initial charge of $500-$5,000 and an ongoing monthly fee of $200-$500, depending on complexity. Limited-scope financial planning fees range from $800 to $7,500. Hourly financial planning is available at $250 per hour. Educational seminars range from $0 to $10,000 per seminar.
Areas of Practice
Location
TX, United States