Financial Planning

Our Financial Planning is completed on an hourly basis. The total project cost will depend on the financial advisor’s hourly rate as well as the complexity of your situation. After completion of our meeting form, a financial advisor will be able to provide you with a specific quote to complete your financial plan. Below are examples of the potential costs depending on your situation, but every situation is unique and different.

Foundation Builder Plan  |  $500 – $1,000

Best fit for early career, recently married, lower level complexity with limited accounts.

Wealth Builder Plan (Most Common)  |  $1,000 – $2,000

Best fit for mid-career professionals and families or retirees with a straightforward situation and only a few different scenarios.

Legacy Builder Plan  |  $2,000 – $3,000

Best fit for individuals with an extremely complex situation that requires multiple meetings and extensive time to complete the financial plan.

Finally, for those financial planning clients that begin a Continuous Service relationship with us, we will credit back your financial planning fee at the beginning of the second year of Continuous Service.

Continuous Service

Our fees are calculated as a percent of your portfolio assets according to the following table, with a minimum annual fee of $2,400. Fees are billed quarterly in arrears based on the end of the quarter value and are prorated for partial quarters.