Advice-Only Flat-Fee Financial Planning Fees

Currently, we offer two types of flat-fee financial planning services.

  1. Flat-fee Financial Planning – In this arrangement, we will prepare a comprehensive financial plan for a fixed fee of $7,500. The fee may increase based on complexity, and time required, and will be outlined in the client agreement.
  2. Ongoing Financial Planning – A majority of our clients prefer ongoing financial planning. In this arrangement, we prepare an initial comprehensive financial plan for a flat fee of $7,500. The fee may increase based on complexity, and time required, and will be outlined in the client agreement. An ongoing fee of $1,200 is charged every quarter after the final plan is agreed upon and delivered.

Learn more about our financial planning process and services.

While there are other models used by different financial advisors, it is important to know exactly how much you pay in fees and the impact it has on your portfolio. A seemingly low expense of 1% can potentially negatively impact your portfolio by more than 20%.