CONNECT

Address:

20632 Redwood Rd. Suite E
Castro Valley, CA 94546

Phone:

510-888-7171

Fax/Other:

510-888-7177

Fee Options

 

Tom Nohr CFP® RFC®

Comprehensive Planning to Work Towards a Worry-Free Retirement

 

 

 

 

Hourly Fee

Firstly, I have been a Certified Financial Planner™ since 1990.  As an Investment Adviser Representative with Cambridge Investment Research Advisors, Inc., currently licensed in the states of California, Nevada, and Arizona, I charge up to $200 per hour for consultations, depending on the complexity of the financial situation. I generally will not charge for the initial appointment and spouses and family members are free to accompany.

I can give advice on most financial situations, including, but not limited to: investments, budgeting and bill paying, divorce settlements, money worries, retirement planning, credit counseling, insurance planning, inheritances, aging parents, college funding and general tax strategies. 

 

Management Fee

Instead of an hourly fee, many of my clients prefer that I manage a portfolio tailored to their needs and goals. The annual fee in a managed account ranges from .5% to 2% depending on the complexity and size of the account. The fee is paid monthly to Cambridge Investment Research Advisors, Inc., and if canceled, any pre-paid fees will be re-funded on a pro rata basis.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck