Does Cauble & Harre Wealth Management provide services on an hourly basis?
Yes, we can work with you on an hourly or project basis. For planning issues, this engagement is for those who have a limited number of questions such as “Am I on the right track saving for my retirement?” or “This is all new to me, where do I start?” In this case we contract with you on a specific short-term project basis. We can also be engaged to evaluate a specific investment strategy or product for which you would like an independent second opinion. Before we begin, we will sit down with you to determine your objectives and provide you with a written idea of the cost involved and time frame for completion. Our hourly fee is $125 and total fees range from $375 to $1,875 for hourly based projects.
