Advisor at Bookends 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
Bookends Financial Planning
Location
Rixeyville, VA
Credentials
Series 66
Industry experience
23 years
Fixed financial planning fees typically range from $500 to $5,000 depending on client circumstances.
$0 - $1,999,999.99: 1.3% $2,000,000 - $9,999,999.99: 1.0% $10,000,000+: 0.75%
Commissions may be received from insurance product sales by licensed agents associated with the firm.
Hourly financial planning fee of $250 per hour.
Fee-only: Financial planning fees typically range from $500 to $5,000 fixed fee or $250 per hour.
Bookends Financial Planning
2023 - Present (3 years)
Lpl Financial LLC
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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