Hourly Financial Planning Arrangements

Hourly Financial Planning may be a good fit for clients who don't yet need account management but want an independent evaluation of portfolios, detailed cash flow analysis, business planning, estate planning, and more.  In this case, an hourly arrangement would be a standalone engagement with no other obligations past the hourly work.

For current investment management clients with bundled standard financial planning, this may be utilized for more complex planning above and beyond the normal scope of our work together.

Hourly Rate: $200 per hour

Minimum fee for new hourly clients: $2000

Securities offered through National Securities Corporation (NSC), Member Member/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). We currently have individuals licensed to offer securities in the states of: TX, IL. This is not an offer to sell securities in any other state or jurisdiction.

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