Financial Planning Fees
Transparent pricing. No hidden fees.
| Income | $50,000 | $75,000 | $100,000 | $125,000 | $150,000 | $175,000 | $200,000 |
|---|---|---|---|---|---|---|---|
| SingleMonthly Fee | $83 | $125 | $167 | $208 | $250 | $292 | $333 |
| CoupleMonthly Fee | $92 | $144 | $192 | $258 | $317 | $358 | $400 |
| Income | SingleMonthly Fee | CoupleMonthly Fee |
|---|---|---|
| $50,000 | $83 | $92 |
| $75,000 | $125 | $144 |
| $100,000 | $167 | $192 |
| $125,000 | $208 | $258 |
| $150,000 | $250 | $317 |
| $175,000 | $292 | $358 |
| $200,000 | $333 | $400 |
While many financial professionals use terms like financial advisor, financial planner or planner, we put meaning behind it. Our Financial Health and Wealth Committee consists of Enrolled Agents with the IRS, Finance Ph. D, Accredited Investment Fiduciaries, Certified Financial Planners and Chartered Financial Analysts, and Master’s in Business.
Rather than use one software tool, we offer multple tools to match your needs best such as MoneyGuidePro, Family Law Software, RightCapital, PayforEd and MX personal financial management.
Investment Fee Schedule
Transparent pricing. No hidden fees.
| Investment | Up to $1M | Up to $2M | Up to $3M | Up to $4M | Up to $5M | Over $5M |
|---|---|---|---|---|---|---|
| Fee | 1.0% | 0.85% | 0.75% | 0.55% | 0.35% | 0.25% |
| Investment | Fee |
|---|---|
| Up to $1M | 1.0% |
| Up to $2M | 0.85% |
| Up to $3M | 0.75% |
| Up to $4M | 0.55% |
| Up to $5M | 0.35% |
| Over $5M | 0.25% |
We use a sophisticated investment process that's typically only used by institutional investors with specialized designations in Finance. Our T.R.E.A.T. process considers your Time Horizon, Risk Tolerance, Expected Return, Asset Class Preference and Tax status. We believe that a better investment experience for you starts with a better financial life planning experience. Because money is personal, we also show you options for investing while being true to your values. That doesn’t mean that you must forget about tax efficiency, fee efficiency or risk adjusted returns.
Many firms use mutual funds with front-end loads that can take a large cut from your balance. We believe you are better served by a fee-based rather than a commission-based approach. While you may hear that the “load amortizes over time”, that can easily take 5 to 7 years. Many marriages don’t last that long. Our approach allows you to change your mind without contemplating such a large loss.
Our minimum is $10,000 for those with an ongoing planning relationship. If you just want to access our investing partners, the minimum is $100,000.
*Typical planner skill abbreviations: Investment advisor representative, Chartered Retirement Planning Counselor, Retirement Income Certified Professional, Accredited Investment Fiduciary, College Funding and Student Loan Advisor, Certified Divorce Financial Analyst, Chartered Financial Analyst and Certified Financial Planner. More information can be found at FINRA’s Professional Designations and Accredited Designations.