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the Price of a Financial Planner

Price 
Location 
Submitted by  
Description
$ 500
Mar 2008
Tempe, AZ
Help managing low-risk investments  more... close row
$ 900
Apr 2007
Arlington, TX
Financial planner helps with financial security  more... close row
$ 440
Jan 2008
Brighton, Michigan
Excellent return on investments from financial planner  more... close row

Description of service

The service is total financial planning services from a local firm. It includes investing and managing of all of the money we put into an account and tell them to invest. The $440 fee represents 1% of our overall account. I think 1% is a very reasonable fee, especially when he has made us 15 and 13% on our money the last two years respectively. The service includes managing a stock and mutual fund portfolio as well as managing an IRA account.


Review of Service

We could not be happier with our service. We have gotten an amazing return on our money that makes the fee meaningless. I would recommend a financial planner to anybody. Seems senseless not too. There is no way I could be getting the return on my money that I have gotten through the service on my own. The qualified professionals make their money for a reason - because they know what they are doing. When I pay 1% of my total account as a fee, and my account is making me around 15% in profit, it seems to be a very great decision!


Tips

My tip would be to go to people with a reputation for success. Not something to be a guinnea pig for and try somebody knew. Go to a firm with a proven reputation of excellence!


$ 250
Jan 2007
Memphis, Tennessee
Two hour inventory and discussion of financial situation  more... close row
$ 35
Mar 2008
ambler, PA
Hourly charge for full range of financial planning services  more... close row
$ 600
Jan 2007
Atlanta, GA
Very pleased with financial planning services  more... close row
$ 175
Jan 2008
Marietta, Ohio
Analysis of investment portfolio  more... close row
$ 500
Nov 2007
Scottsdale, Arizona
Price for personal planning assessment  more... close row
$ 0
Oct 2010
City, State
rXycKW <a href="http://mpavayqjoigb.com/">mpavayqjoigb</a&g  more... close row
$ 1800
May 2008
Little Rock, Ar
Anxious parents needed financial planner   more... close row
$ 0
Jan 2008
Atlanta, GA
Free service was free for a reason  more... close row
$ 200
Feb 2008
Bethlehem, PA
Skeptical of financial planners offerings  more... close row
$ 259
Mar 2008
Hillsborough, North Carolina
Telemarketers are not to be trusted  more... close row