Advisor at Cultivate Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cultivate Financial Planning
Location
Radford, VA 24141
Credentials
CFP®, Series 66
Industry experience
12 years
Tax Preparation fees start at $150 and increase based on complexity and estimated hours at $150/hour; fees are negotiable and agreed upon at engagement start.
Fee-only: Comprehensive Financial Planning: Annual fixed fee ranging from $1,000 to $20,000 based on complexity and time involved, paid monthly or quarterly in advance; Financial Planning Fixed Fee: fixed fee between $500 and $5,000 based on complexity and scope, half due at start and remainder at completion; Employee Benefit Plan Services: annual fee from $1,000 to $20,000 based on complexity and time, paid quarterly in advance.
Cultivate Financial Planning LLC
2018 - Present (8 years)
OLIO Financial Planning
2017 - 2018 (1 year)
Wealthcare Capital Management
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 66
Pulaski, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
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