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How much does Trinity charge for holistic financial planning?

April 26, 2017charge Financial Planning holistic trinity

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How much does Trinity charge for holistic financial planning?

1 Answer

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10 Posted

We work on a retainer basis with the financial planning fees determined by your income, assets and the complexity of the work. Annual Holistic Financial Planning fees range from $3,500 to $35,000. Please request a copy of our current Form ADV, Part II for a detailed description of our retainer fees and services.