Find a fee-only planner in Alberta

Sort by province: British Columbia | Alberta | Saskatchewan | Manitoba | Ontario | Quebec | PEI The listing below is provided as a service only and the firms listed have not been screened or approved by MoneySense magazine or Canadian Business Online. If you are interested in being added to our listing, please contact [email protected] with your information. Amonson Wealth Management 15 Mackay Dr. S.W., Calgary, AB, T2V 2A3, tel: (403) 231-1936 email: [email protected] licensed to sell investment products: no payment options: • hourly fee: $275/hr for principal’s time; $125/hr for assistant’s time • percentage of adjusted net worth: • 0.75% on the first $2,000,000 of adjusted net worth • 0.50% of the next $2,000,000 • 0.25% on adjusted net worth over $4,000,000 areas served: Calgary, Victoria and Toronto minimum account size: $2,000,000 of adjusted net worth (annual fee of $15,000) planner credentials: B.Comm, MBA, CFP, R.F.P. areas of specialization: comprehensive unbiased wealth management Assante Financial Management Ltd. Michael Hadford 210, 1210 8 St. SW, Calgary, AB, T2R 1L3 tel: (403) 543-6985/1-888-541-PLAN email: [email protected] web: www.assante.com/advisors/mhadford/ licensed to sell investment products: yes licensed to sell insurance products: yes payment options: • 1%/year of assets managed (initial and ongoing financial planning included in investment management fees) areas served: Calgary and area; British Columbia minimum account size: $250,000 planner credentials: B.Sc., CFP areas of specialization: • Financial Planning •Retirement Planning •Planning for Small Business Owners Facet Advisors Wealth Strategies Inc. Suite 404, 103525 Bonaventure Drive SE Calgary, AB T2J 7E4 tel: (403) 567-0080 Suite 3B, 906 Bow Valley Trail Canmore, AB, T1W 1N6 tel: (403) 678-9453 email: [email protected] web: www.facetadvisors.com licensed to sell investment products: no payment options: • Hourly or flat fee; varies depending on service required areas served: minimum account size: none planner credentials: Professional staff carry credentials such as CFP, CLU, CA, CGA, TEP, CPA areas of specialization: • Comprehensive financial planning for professionals, entrepreneurs and business owners, including cross border planning for US citizens and cross border businesses Financial Health Management Inc. Diane Dekanic P.O. Box 61165, Kensington RPO, Calgary, AB, T2N 4S6, tel: (403) 216-1340, toll-free: (877) 349-7337 email: [email protected] web: fhminca.ab.ca licensed to sell investment products: no payment options: • hourly fee: $140/hr areas served: Alberta, primarily minimum account size: none planner credentials: CFP, R.F.P. areas of specialization: • transitional counseling • retirement planning • financial workshops J. H. Smith Retirement Planning 18720 61 Ave., Edmonton, AB, T6M 2A8, tel: (780) 905-9542 email: [email protected] web: www.jhsretirementplanning.ca licensed to sell investment products: no payment options: • hourly fee: $200/hr • flat rate: starting at $1,000/plan areas served: Edmonton and other cities via the Internet minimum account size: none planner credentials: CFP, CTP,CGA areas of specialization: big picture financial planning, retirement planning, divorce settlements LifeDesign Financial – Calgary Sarah Wilson 2019 21^st Ave SW, Calgary, AB, tel: (403) 681-7951 email: [email protected] web: www.lifedesignfinancial.ca licensed to sell investment products: No • hourly fee: $200/hr • project: $1,000-$3,500 areas served: Calgary and surrounding areas minimum account size: none planner credentials: CGA CFP areas of specialization: • transition and retirement planning • financial coaching and counselling Raimondo & Associates Rose Raimondo 305-4625 Varsity Drive NW, Box 329, Calgary, AB, T3A 0Z9, tel: 403-288-8561 email: [email protected] web: www.raimondo-associates.com licensed to sell investment products: no payment options: • hourly fee: contact for details areas served: Calgary minimum account size: none planner credentials: BBA, CFP, R.F.P. areas of specialization: • financial education and counseling • pensions and retirement planning • severance counseling • financial counselling on divorce Ron Graham & Associates Ron Graham 100, 10585 – 111 Street, Edmonton, AB, T5H 3E8, tel: (780) 429-6775 email: [email protected] web: www.rgafinancial.com licensed to sell investment products: no payment options: • hourly fee: $175/hr areas served: mostly Edmonton, but also Calgary, Yellowknife, Vancouver minimum account size: none planner credentials: CA, R.F.P., CFP areas of specialization: • tax planning and preparation • investment planning • retirement planning • estate planning RT Mosaic Wealth Management Ltd. 200, 604 1st Street SW, Calgary, AB, T2P 1M7 tel: (403)-457-3284 www.rtmosaic.com Email: [email protected] Licensed to sell investment products: no Hourly fee: $250/hr Percent of assets: $500,000 & under: +1.5% $500,001-$1,000,000: +1.25% $1,000,001-$2,000,000: +0.75% $2,000,001+: +0.5% Minimum Account Size: $200,000 Area served: Calgary & area Planner credentials: CFP, CFA Areas of specialization: -Retirement Planning -Tax Planning -Education Planning -Corporate Planning -Insurance analysis T.E. Financial Consultants Ltd. 645 – 7th Avenue SW, Suite 2400, (24th floor of Encor Place), Calgary, AB, T2P 4G8, tel: (403) 233-8370, 1-888-505-8608, email: [email protected], www.tewealth.com licensed to sell investment products: no (although T.E. Investment Counsel, an affiliated company, is licensed to sell investment products)
payment options: • hourly fee: $250 to $400/hr
• retainer
• percentage of assets:
• $500,000 and under: 1.75%
• $500,000 to $2 million: + 0.75%
• $2 million to $5 million: + 0.50%
• next $5 million: + 0.25%
areas served: Montreal, Toronto, Calgary, Oakville (ON), Quebec City, St. John’s, Vancouver, Waterloo (ON)
minimum account size: none for financial planning; $250,000 minimum for investment clients
planner credentials: CA, CSA, CFA, CFP, R.F.P., CIM, CGA, MBA, TEP, FDS
areas of specialization:
• investment counseling
• executive financial planning
• employer-sponsored financial education
• high-net-worth financial advisory and wealth management Todd & Associates 504 Memorial Drive NW, Calgary, AB, T2N 3C4, tel: (403) 547-0328 web: www.todd-associates.com licensed to sell investment products: no payment options: • hourly fee: $225/hr (as of January 2008) • retainer based on percentage of value: 0.25% for all assets (wealth management services) • retirement planning services available on hourly fee basis areas served: Calgary minimum account size: $750,000 planner credentials: R.F.P., CFP areas of specialization: • retirement planning • wealth management strategies • divorce financial planning • estate and tax planning

Find a fee-only planner in Alberta

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