Home › Categories › Business & Finance› FiPhysician Application Form

FiPhysician Application Form.pdf

FIPhysician-Application-FiPhysician.pdf

🔗 Source: financialsuccessmd.com

📊 Size: 485 KB

👤 Author: C FAWCETT

⬇️ Downloads: 71

Summary

David Graham, MD, of FiPhysician in Billings, MT, applies to be on a recommended list of Flat Fee/Hourly Fee Financial Advisors. He provides advice-only retirement planning for DIY physicians, with a passive, tax-efficient investment philosophy. Graham has an MD from the University of Michigan, a Financial Planning Certificate from Bryant University, and is a CFP. He charges hourly, with no minimum asset requirement, and has worked with 4-6 households per month. Graham recommends tax loss harvesting, backdoor Roth IRAs, and considers fund fees when advising clients. His fees are listed on his website, with no additional compensation beyond client payments. For new clients, he estimates $3,000 per year for accumulation planning and $1,000-$1,400 for retirement planning, depending on the scenario.

Download File

Description

David Graham, MD, of FiPhysician in Billings, MT, applies to be on a recommended list of Flat Fee/Hourly Fee Financial Advisors.

Technical Information

File Format: PDF
File Size: 485 KB
Pages: 6
Language: EN
Author: C FAWCETT
Total Downloads: 71
Last Updated: 19 hours ago

Document Overview

This PDF document about FiPhysician Application Form provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into FiPhysician Application Form.