Advisor at Mutual Advantage, LLC
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Susan Einberger is a CFP® professional with nine years at Mutual Advantage, LLC and four years of prior experience at Justin's, LLC. She is based in Boulder, Colorado. Outside of her advisory role, she coaches and instructs swimming at RallySport Health and Fitness. Mutual Advantage, LLC is an independent firm providing fee-only comprehensive financial planning services to middle- to high-income individuals and families. The firm follows a market-efficient, buy-and-hold investment approach using broadly diversified mutual funds, ETFs, and bonds, while emphasizing tax management and does not custody client assets or engage in discretionary trading.
Based on Mutual Advantage, LLC
Financial Fitness Assessment and College Funding services: $1,600 each (one-time engagements). Annual comprehensive financial planning charged as flat annual fee.
Minimum fee: Initial year fees range from $6,000 (minimum) to $30,000 (maximum). Renewal year fees generally 75% of initial year fee, ranging from $4,500 to $22,500. Fee-only: Flat annual fee based on income, net worth, and complexity, ranging from $6,000 to $30,000 initial year; $4,500 to $22,500 renewal years. Financial Fitness Assessment and College Funding fees are $1,600 each.
Boulder, CO
Colorado
Mutual Advantage, LLC.
2017 - Present (9 years)
Justin's, LLC.
2013 - 2017 (4 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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