Welcome to CFE Financial
We are a different type of financial advisor for clients serious about financial independence, early/traditional retirement planning, and asset withdrawal strategies. We have 'walked the walk' with clients for over 20 years and can offer a rare perspective on the powerful benefits of fee-conscious, long-term planning.
Our Services
Focus on Hourly Financial Consulting
Our hourly financial consulting services are for clients with specific short-term financial questions or for those who do not need a full planning review or asset management. You have financial questions or concerns, and we have answers! Contact us to see how we can help you today.
Rate: $150/hour, estimated time agreed upon in advance
Focus on Project-Based Financial Planning
Our Fee-Only financial planning services assist with goals-based budgeting and planning, investment management, and the creation of supportive personal balance sheets for those clients who want to implement our advice on their own. We pride ourselves on transparency and dedication to your goals and circumstances with our unbiased, risk-managed, and personalized advice. Contact us to see how we can help you align your financial resources with your long-term focus.
Rate: $1,800 for a discrete and collaborative set of financial recommendations (e.g., the Plan)
Focus on Assets-Based Retirement
We walk the walk on retirement, having successfully transitioned several clients into new, exciting stages of their lives! Retirement Advisory is a subset of Financial Planning with a special emphasis on decumulation strategies and asset positioning. For retirement planning, we help clients convert Equity to Cash Flow with a clear and long-term plan that incorporates your entire financial picture. In this scenario, we typically manage client assets with an 'Assets Under Management' approach. Contact us to see how we can help you with planning and funding your best retirement.
Rate: Based on the level of assets that we will manage with your approval. Although subject to change, our current rate schedule is:
- 1.00% on a Client’s assets under management for accounts less than or equal to $250,000 at inception of advisory services;
- 0.75% on a Client’s assets under management for accounts greater than $250,000 but less than $1,000,000 at inception of advisory services;
- 0.63% on a Client’s assets under management for accounts greater than $1,000,000 but less than $3,000,000 at inception of advisory services;
- 0.50% on a Client’s assets under management for accounts greater than $3,000,000 at inception of advisory services.
Form ADV and Form CRS
A full description of the firm and our services can be found in our firm ADV, which is available upon request to info@cfefinancial.com. Our Form CRS (Customer Relationship Summary) is available using the 'Form CRS' button below.