Financial Planning Fees
Financial Planning Packages
Financial Planning Fees
Planning Fees Range from $2,500-$10,000/year
* Please view family discount pricing below
Planning with Asset Management
Assets Under $500,000 is $500/year
Assets Over $500,000 is $250/year
Asset Management
$0 - $2,000,000
1%
$2,000,000.01 - $4,000,000
0.6%
$4,000,000.01 - $10,000,000
0.4%
$10,000,000.01 and Above
0.25%
Young Professionals
Just starting out?
This is for individuals or young families under the age of 35 looking for ongoing financial guidance
This is for individuals or young families under the age of 35 looking for ongoing financial guidance
Subscription: $150/month
Family Discount Pricing
Household Assets Under Management
< $500,000
$500/yr
> $500,000
$250/yr
Invest in your children’s future with our exclusive family discount.
Available to clients with children under 30 years old who are eager to enjoy the endless advantages of being organized and early financial planning.
Available to clients with children under 30 years old who are eager to enjoy the endless advantages of being organized and early financial planning.
