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Anitha G. Rao, CFP®

Financial Architects, LLC

107 Weatherstone Dr
Ste 510
Woodstock, GA 30188-7006
Phone: (770) 517-8160
Fax: (770) 517-8159

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Disaster Recovery
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Fees may vary due to size of portfolio, but are within the specified range of 0.5% to 1.5%

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.