AMERICAN ADVISORS

We offer a customized monthly retainer model dependent on the services needed and the complexity of the plan. Clients under the monthly retainer model receive full financial planning services, including investment advice. However, since the client accounts are not custodied with us, we are unable to offer our investment management services. There is an initial upfront cost of $1000 to create a financial plan and then a recurring monthly fee of $150... We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal... While we are not accountants, we provide services to assist in projecting tax costs and make sure our clients are properly filing and receiving sound tax advice..

Also known as: American Advisors, LLC

Primary location: Langhorne United States