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Financial Planning Fees

Project-Based Financial Planning Fixed Fee:  Project-based financial planning is offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $300 - $2000, depending on the client's complexity and needs. The fee is negotiable. If a fixed fee program is chosen, half of the fee is due at the beginning of the process, and the remainder is due after work has been completed. 

Ongoing Comprehensive Financial Planning: Ongoing comprehensive financial planning consists of an upfront charge of $300 - $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $500 per month. The fee may be negotiable in certain cases. The upfront portion of the Comprehensive Financial Planning fee is for Client onboarding, data gathering, and setting the basis for the financial plan. This work will commence immediately after the upfront fee is paid, and will be completed within the first 30 days of the date the upfront fee is paid.

Clients purchasing either service will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve their stated financial goals and objectives.

You can click the ADV Part 2A Firm Brochure tab below to read the entire Financial Planning Services provided in detail. 

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