Our Services
Hourly Consulting
Worthen Financial Advisors offers Hourly Consulting for an hourly fee.
Who is this for?
If you require financial advice on a limited aspect of your finances or additional advice beyond the scope of our traditional services, we offer limited subject financial planning or general consulting services on an hourly basis. The scope of services will be defined in a customized engagement.
Hourly Consulting Fee
Our rate for such service is based on an hourly fee schedule. The current hourly rate ranges from $100-$300 per hour depending on the scope and complexity of the plan, your financial situation, and your objectives, and the advisor providing the service.
An estimate of the total time/cost will be determined at the start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify you in advance and request that you approve the additional fee.
We generally require a deposit of one-half the estimated total to initiate the engagement.
Does this describe the kind of financial consulting you’re looking for? Let’s get started!
Worthen Financial Advisors, Inc. has designed its services to meet the diverse financial planning and investment management needs of its clientele. Following are the principal service offerings that Worthen Financial Advisors, Inc. personalizes to each Client’s specific needs:
• Financial Monitoring & Coaching Services
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