Fiduciary Planning Services
At the Cavalry we believe in providing transparent, unbiased financial advice that always puts your interests first. Our fee-based financial planning services offer clients one-on-one advisory meeting time with your financial advisor to work on your specific needs. and other direct support professionals, who will pay robust attention to your specific plan development. Placing the attention on your individual needs.
An Up Front Fee-Based Approach
We are up-front with our fee schedule so you know how much your services will cost before you agree to anything. Our hourly fee-for-service model ensures that our recommendations are solely focused on what’s best for you. Here’s how it works:
- Transparent Pricing: We charge a clear, agreed-upon fee for our services.
- Aligned Interests: Our success is directly tied to your financial success.
- Unbiased Advice: We have no incentive to recommend specific products or services.
- Comprehensive Planning: Our fees cover a wide range of financial planning services.
Our Services
Our fee-based financial planning services include:
- Retirement Planning
- Investment Management
- Tax Planning Strategies
- Estate Planning
- Risk Management and Insurance Analysis
- Education Funding
- Cash Flow and Budgeting
We like serving peopleas a fiduciary, or an advisor for a fee, places us in the position to deliver prudent advice and purpose driven financial solutions in a “client’s best interest” manner. Letting our client needs drive our recommendations and governing documents dictate the investment process, we understand that when serving in a fiduciary role our responsibilities go beyond making financial recommendations or offering brokerage solutions, but rather, we are there because our clients have hired us to see things the way they do, to go out of our way to put ourselves in their position and take a walk in their shoes before giving them advice.
We work diligently to maintain the highest degree of integrity in the advice we render and are committed to approaching our role as a fiduciary with only one objective in mind, helping our clients achieve their financial goals in a capital prudent manner, that way our voice remains a neutral source of trustworthy guidance you can depend on.
Advisory and Professional Service Fees
Advisory and Professional Service Fees
Fees for meeting time and professional services are billed directly to the client. Investment management fees are billed to the account.
| Advice & Recommendations | Ask Advisor for case specific retainer |
Retirement Plan Development + 1-year Right Capital planning software | $5,000.00 min. |
| Software only (renewal) annual subscription | $150/mo. billed annually |
| Business Planning Services | $300 hourly. |
| Income Planning Strategy Development | $250 hourly |
| Research & Administrative | $150 hourly |
| Trust & Executor Services | $150 hourly + 50-1.50 bps GVE |
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