Service Models & Fees
We offer three service models: a One-Time Financial Plan, Ongoing Financial Planning, and Ongoing Financial Planning + Investment Management. Your fee will depend upon the one you choose.
The fee for a One-Time Financial Plan starts at $5,000. It is payable in two equal installments: the first upon signing the financial planning agreement, and the second is due the earlier of the date of the plan presentation or 90 days after signing the financial planning agreement. The process usually takes 3-4 months, and the fee includes a 30-day implementation period during which you will have unlimited access to your CFP® as you execute the plan.
The fees for Ongoing Financial Planning consist of an onboarding and monthly fee. The onboarding fee starts at $2,000, and the monthly fee starts at $500/month. The monthly fee will start on the first day of the second month following the signing of the financial planning agreement.
Our most comprehensive service model, Ongoing Financial Planning + Investment Management, incorporates both Ongoing Financial Planning and Investment Management. What makes this offer unique is that we combine these two valuable services for a simple, transparent, flat annual fee. The annual fee is based on the assets we manage, as shown in the table below:
| Account Value | Annual Advisory Fee |
|---|---|
| $0 - $1,000,000 | $8,000 |
| $1,000,001 - $2,000,000 | $10,000 |
| $2,000,001 - $3,000,000 | $12,000 |
| $3,000,001 - $4,000,000 | $15,000 |
| $4,000,001 - $7,000,000 | $18,000 |
| $7,000,001 - $10,000,000 | $21,000 |
| $10,000,001+ | Negotiable |