Stargazer Financial Planning operates as an advice-only financial planner that is also fee-only. Traditional fee-only firms have historically billed clients based on a percentage of Assets Under Management or AUM. Most require a minimum amount of assets invested with the firm in order to obtain any financial advice and there is little flexibility to pay only for the advice the client needs. An Advice-only financial planner helps people access financial planning services without having to sign over control of all of their investment assets or meet a minimum net worth. Clients are free to keep their investment assets as they wish and engage the advice-only financial planner as needed. Stargazer Financial Planning takes this flexibility one step further by offering financial planning and education for an hourly fee with no long term commitment.
Why pay for professional financial advice for an hourly fee?
- On-demand financial advice from a competent professional who is also a fiduciary
- Maintain control and ownership over financial assets
- Guidance during periods when it’s most timely and useful
- Cost-effective; only pay for the specific advice that’s requested or problem to be solved
- Feel empowered and confident about financial life and decisions
Stargazer Financial Planning does not sell products, directly manage client assets or receive commissions or referral compensation of any kind. Our only source of compensation is from our clients. All services are offered for an hourly planning fee starting at $200/hour. Fees are quoted based on project scope and complexity.