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Comprehensive Financial Planning

Fee Structure

Ongoing Comprehensive Planning

Investable Assets
Per Month







Hourly Financial Planning Fee

$200 per hour*

One-Time Comprehensive Plan

$1,500 - $4,000*

Assets Under Management

Account Value 

Annual Advisory Fee*

$1 - $1milIncluded
$1mil - $5mil.33%
$5mil - $10mil.29%
$10mil +.25%

Have a Question About Our Fees?

Schedule Call

*Based on investable assets. Includes investment management and advice.