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Some people manage their money perfectly well on their own. Others benefit enormously from professional guidance. Those hiring a financial advisor don’t always need one in an ongoing fashion either, especially if they can stick to a plan on their own. Some want to delegate a portion of their finances to an advisor to manage. The trick is figuring out which camp you’re in.

At TapestryFP, we charge a single, clearly stated fee in dollars based on the level of service you choose. It is based on the complexity of your situation and the scope of the work involved. It does not fluctuate with market movements or portfolio size.