Planning essentials for our base fee of $1,500. Can be paid in quarterly installments.
Our team will provide personalized retirement and investment recommendations using our interactive client website. You can implement strategies with the companies of your choice.*
Ongoing planning is provided for an annual fee of $2,000 - $2,500*. Can be paid upfront or in quarterly installments.
For added complexity, analysis includes retirement and investment planning, plus focus areas as needed:
Advanced planning starts at a fee of $3,000* and can be paid in quarterly installments. Fees are reviewed at plan renewal.
Data organization and entry services are available for an additional $1,000.For secure data sharing and aggregation, all financial planning clients receive a personal eMoney client website.
* There is a higher fee to work directly and primarily with a CFP® professional, vs. a qualified financial advisor on the team. Learn more about our teammates and their specialties here. Fees and services may vary by individual needs, number of household members and the complexity of your situation and will be reviewed each planning year. Strategy implementation can be completed, if desired, with the company of your choosing and may result in additional fees or commissions.
These investment services utilize advisory accounts with fees charged as a percentage of managed assets.
We typically get paid via a sales commission on product sales for transactional business, which may or may not be in conjunction with other planning fees, as applicable.
You'll meet virtually with a member of our team to learn more about our services and tell us what you're trying to accomplish.
SM2023.2 PP2023 SFP2023