Facebook-f Linkedin-in Youtube

Pricing

$100,000.00-$499,999.00

  • 1.35% annual fee of assets under management
  • Bi-annual investment meetings
Book a call

$500,000.00-$999,999.00

  • 1.25% annual fee of assets under management
  • Focused financial planning
  • Covers two priority objectives-the most impactful  issues based on your current situation
  • Written plan
Book a call

$1,000,000.00+

  • 0.80%-1.00% annual fee of assets under management
  • Comprehensive financial plan
  • A full-scope plan covering all major planning areas and long-term strategy
  • Written plan
Book a call
*$100,000.00 minimum investment for money management, unless referred by a current client or professional associate. For accounts under $100,000.00 rate is 1.50% annual  of assets under management (AUM)

A-La-Kart financial services

Budget Express

$250.00 

I will build you a monthly budget that takes into consideration your financial objectives  

F*ck it, let's fix it

$800.00

You ready? Let’s do this. Includes two virtual meetings, and written deliverable of next steps 

Per Hour

$300.00

You run the agenda, and I am here to help.
Book a call

CONTACT ME

702.703.3247

mel@hotmoonfinancial.com

DROP ME A LINE

A CFP® can bring all your financial pieces together on a foundation of trust and collaboration.

Your Employees Have Money Questions.

I Have Answers.

Financial stress kills productivity. Give your team access to a real CFP who cuts through the BS. Flat-fee advisory for your whole company.

Book a call