Plans and Pricing
for Young
Professionals

Step 1

Select the financial planning package that’s right for you. If you’d like custom work, we can price accordingly.

BRONZE - $1000 one-time fee

  • Basic Goal Planning
  • Emergency Fund
  • Debt Payoff
  • Budgeting
  • Insurance Assessment

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SILVER - $1500 one-time fee

  • Basic Goal Planning
  • Emergency Fund
  • Debt Payoff
  • Budgeting
  • Insurance Assessment
  • Investment Risk Tolerance Assessment
  • Wealth-building/IRAs
  • Advice on Employer 401k, 403b, and Pension Accounts

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GOLD - $2000 one-time fee

  • Basic Goal Planning
  • Emergency Fund
  • Debt Payoff
  • Budgeting
  • Insurance Assessment
  • Investment Risk Tolerance Assessment
  • Wealth-building/IRAs
  • Advice on Employer 401k, 403b, and Pension Accounts
  • Retirement Plans for Small Businesses
  • Tax Return Review and Projections
  • Credit Score Education
  • Real Estate Purchase
  • Higher Education Planning
  • Financial Plan Creation
  • All-inclusive Online Account Aggregation

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You are only asked for half of the fee quoted above to begin your financial planning package. The remaining half is due upon plan completion.

Step 2

What happens once we’ve completed your plan? You are free to implement it with other advisers, or continue to work with us. Here are your options to continue a long-term financial planning relationship.

ASSETS UNDER MANAGEMENT

  • *No asset minimum
  • *In-person, email, phone, and Skype access to expert CFPs
  • *Assets under management fee automatically deducted from your investment account to the following fee schedule:

– Under $500,000: 1.25% annual fee, billed quarterly

– $500,000 – $999,999: 1% annual fee, billed quarterly

– $1,000,000 – $2,500,000: 0.75% annual fee, billed quarterly

– Above $2.5 million: Negotiable fee, billed quarterly

  • *One half of your initial financial planning fee is credited towards your assets under management fee in the first year of service.

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PLANNING BY THE HOUR

  • *Designed for someone who’s already done much of his or her own financial planning and would like a professional review. It’s also tailored for someone seeking advice in only one or more specific areas.
  • *Access to financial advice you need, when you need it.
  • *Hourly planning is project done at $300/hr (2-hour minimum), and may be done in place of the planning packages listed above.

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Other

What if we don’t do planning for you, but you’ve simply hired us to manage assets? We require a $125,000 account minimum.