Financial Planning

Our Financial Planning is completed on an hourly basis. Every situation is unique, but the total project cost will depend on the financial advisor’s hourly rate and your personal circumstances. The majority of our plans fall within this range, but could vary depending on complexity.

 

Financial Planning Project Range  |  $1,000 – $3,000

 

After completion of our meeting form, a Financial Symmetry financial advisor will be able to provide you with a specific quote.

Continuous Service

Our fees are calculated as a percent of your portfolio assets according to the following table, with a minimum annual fee of $3,000. Fees are billed quarterly in arrears based on the end of the quarter value and are prorated for partial quarters.