Pricing

Excellent service, accessible price, questions answered, financial objectives met. Extinguish your worries knowing you are in capable hands.

Request a fixed price estimate for more than 12 Institutional Accounts.

*Institutional Accounts include bank, credit card & brokerage accounts. Retirement accounts will be updated with paper statements at no additional charge, and do not count toward the Institutional Account total.

**Unsupervised Assets are assets not managed by a financial institution. Examples include real property, art, collectibles, precious stones and metals. These assets have less readily available indications of fair market value. Additionally, business bookkeeping for a rental property may be added as an hourly service.

Any pre-existing tax issues that need to be resolved, or other tax advising beyond filing all federal and state income tax returns will be charged an hourly rate of $250/hr due professional expertise needed.

Excellent service, accessible price, questions answered, financial objectives met. Extinguish your worries knowing you are in capable hands.

Ready to inquire?

Are you ready to get started with Assisted Finance? Perhaps you still have questions and need more information. Or maybe you just want to say hello. Whatever the reason, we love hearing from our clients and we’re here to help you!