Cultivate Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,922,512
Total clients
87
26% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
87
Average account size
$964,627
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
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.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cultivate Financial Planning
7211 Lee Hwy, Suite 600
Radford VA 24141, United States
Number of offices
1
Forms ADV
Quick links
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