FEE-ONLY FINANCIAL PLANNER
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Ed Nelson, ChFC
Ed Nelson
I am a Chartered Financial Consultant (ChFC) that works as a fiduciary and Registered Investment Advisor.  That means that by law,  I put my clients' interests above my own.

I just feel that's the way it should be when people are trusting you to help them with their money.
CALL -or- E-MAIL
info@clear-trace.com
1-502-251-4301
Pricing
  1. +

    Fixed Fees
    +We can perform individual engagements such as 401(k) or tax reviews. These projects are very specific and usually are one-time events. The task determines the price.
    $150-750
  2. +

    Qualified Retirement Plans
    + We perform quarterly reviews of "held-away" accounts such as your 401(k), 403(b), or other retirement accounts with limited investment choices.
    $200 per quarter
  3. +

    Investment Management
    + Our most popular option, we make recommendations on your investment portfolio based upon thorough risk tolerance profiling and your long term goals.
    1.25% - .50% per year
  4. +

    Comprehensive Planning
    + This combines Investment Management and additional services such as Insurance, Estate, Tax, and Education Planning.
    Quoted
For more questions, help with choosing the right track, set up a session and more! 
Contact  us!