Barrett FP FAQ

  • The clients that will benefit most from our services and approach are those that are great at managing their own investments, what to keep control of their assets, but want a relationship with a professional to ensure they aren’t missing anything.

  • The fees for our services are paid for by the hour, determined by project complexity. $300/hour for projects between 10-20 hours, $300/hour for projects between 20-39 hours, and $500/hour for projects 40+ hours.

    A $499 deposit is required upon signature on a contract and the remaining balance is due upon receipt of completed financial plan at the conclusion of the engagement.

  • There are no asset minimums! Anyone who needs hourly advice and planning can get hourly advice and planning.

  • Barrett FP is strictly on an hourly basis. No project fees!

  • We are located in Gretna, NE (near Omaha) and work with clients remotely. Should someone be a good fit in/near Omaha, we are happy to set up an in-person meeting, though it is not necessary to have an engagement.

  • We start with a no-cost, no-pressure, 15-minute conversation. I’ll get to know your situation, assess the complexity of your needs. Following this, we’ll sit down for an hour-long, no-cost, more in-depth conversation so I am able to provide a firm quote for your initial financial plan. No surprises—just clarity from the start.

Have additional questions or want to reach out for more information? Feel free to reach out via phone or email, or jump right in and Book a Meeting with me. Want to learn more before diving in? See if We’re a Good Fit.