learn what other users had to say about

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
$ 600
Jan 2007
Atlanta, GA
Very pleased with financial planning services  more... close row
$ 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
$ 500
Nov 2007
Scottsdale, Arizona
Price for personal planning assessment  more... close row

Description of service

I signed up with a company for a one time personal planning assessment. They offer a couple of different programs. They can create a plan for General investing; Retirement planning and Estate planning. Each plan is different depending on your overall planning needs.


Review of Service

I am approaching retirement age but felt my 401k and pension plans were more than on track. I opted for the Estate planning personal plan. I was given a rather lengthy and thorough survey of my investments. That was followed up with a about an hour and a half phone meeting with Personal planner. About two weeks later I was sent a detailed plan. Since it was an Estate plan it did take into account my retirement assets so I was pleased about that. It is a detailed evaluation of all of your assets and options. Any recommendations of investments or allocations is strictly in their company product portfolio. Which is fine if your only interested in investing in the company's product line.


Tips

$500.00 is fairly cheap for the service that I received. I checked other outfits and they were much higher in fees. One tip I heard is that the overall planning pretty much does retirement and estate planning for you. Just a tip.


$ 175
Jan 2008
Marietta, Ohio
Analysis of investment portfolio  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