Our Fees

We are often asked, “How much does it cost to work with a financial planner?” There are 3 primary ways we work with clients for billing.  Often times our client work is customized for individuals and ends up as a combination of the following billing structures.

Fee-Based Asset Management

This option is ideal if you are looking for us to create and manage your stock market investments.  Whether it is a 401k rollover, Roth IRA, a taxable investment account, or another market-based asset, we assess your risk tolerance and capacity, rebalance your investments  and ensure your account is consistent with your investment objectives.

 

.75% - 1.25% annually of assets under our management

Monthly Based Planning

This option is ideal if you are looking for an advisor to create you a personal long-term financial plan.  You get ongoing support and access to our team to answer any questions regarding your money including investing, income planning, budgeting, debt management, insurance, college planning, etc

 

$500 - $2000 onboarding fee; $50 - $200 per month

Project Based Planning

If you are faced with planning for a major goal or life event and need financial guidance, this option is ideal.  Common client events include selling or starting a business, receiving an inheritance, planning for retirement income, planning for a family, and a career change.

 

$500 - $2000

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