Ballast

Facts

Ballast fees

Ballast doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Andrew Reynolds

  CFP

• Brian Burton

  CFP

• Cameron Hamilton

  CFP

• Catherine Richmond

• Frank Yozwiak

  CFP

• Jeffrey Lehmann

• John Boardman

  CFP

• Trent Lakes

  CFP