We charge a minimum monthly retainer of $175/month, but can be flexible on payment structure.
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
Ian Aguilar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mellen Money Management LLC in Ponte Vedra, FL and the surrounding communities.
Financial Advisor Overview
We are an independent fee-only RIA firm in Ponte Vedra, FL. We are full service financial planners who specialize in helping around areas in relation to college, whether that is college funding or student debt remediation. Our expertise results in finding the best way to achieve our clients of paying for college without sacrificing their other life goals such as retirement and many others.
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Ponte Vedra, FL area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.