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Pavilion Financial Planning

Updated today

Total assets under management

$4,313,430

Total clients

17

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

17

Average account size

$253,731

Client services

Financial planning Portfolio management Tax preparation services

Fee options

Fixed

Project-Based Financial Planning Services: fixed fees generally ranging from $500 to $10,000

Percentage

1.00% annually for stand-alone Investment Management Services; additional 0.25% for clients also receiving Ongoing Financial Planning Services

Project-based

Washington clients pay $400 per hour for Financial Planning Services

Other

Account minimum: $100,000 Fee-only: Ongoing Comprehensive Financial Planning Services: $450 to $800 per month; Project-Based Financial Planning Services: fixed fees generally from $500 to $10,000; Washington clients pay $400/hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Pavilion Financial Planning

Allentown PA, United States

Number of offices

1

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