Nectarine: Flat-Fee Hourly Fiduciary Financial Advisors

Adam Coleman, AFC®, CDLP®
hellonectarine.com/advisor/adam-coleman
adamcoleman@hellonectarine.com

Adam’s company offers two simple pricing options: Hourly planning ($250 per Zoom session) or one-time Financial Plan engagements ($2,500). Adam is advice-only, meaning he doesn't manage investments, so he works best with DIY investors looking to maintain control of their assets. He works with all age ranges, but tends to work most with millennials and Gen X. He also provides ongoing access to the same financial planning software that Montoya Wealth uses (RightCapital) even if you only do an hourly session with him.