About The Planners

Norman M. Boone, MBA, CFP

President, founder

Boone Financial Advisors, Inc.

433 California Street, Suite 520

San Francisco, California 94104

415-788-1952

www.booneadvisors.com

[email protected]

Year practice began: 1987

Number of advisors in office: 6 CFPs, one CFP in training

Number of clients: about 230

Compensation method: fee only

Fee for managing assets: 1% on the first $1 million and 0.75% on the next $1 million, down to 0.15% for more than $10 million. Minimum annual fee: $10,000

Hourly rate: General consulting: $300 for senior advisors; $100 for paraprofessionals; $60 for clerical time

Clientele: mostly retired professionals

Education: BS in political science, Stanford University; MBA in finance, Harvard Business School

Previous incarnations: banker; corporate officer; U.S. Army officer; VISTA volunteer

Outside interests: Coaching youth baseball, hiking, travel, community service

Linda S. Lubitz, CFP