1500 S Dairy Ashford Rd,
Basic consulting services are priced by the hour at $300 per hour.
Core financial planning starts at $2,700 per plan. This type of planning focuses on one topic rather than addressing several financial goals at once. A core financial plan may include recommendations pertaining to a Roth IRA conversion analysis, optimal retirement income strategy, or adequacy of insurance coverage.
Comprehensive financial planning digs deeper into the entire financial life and provides a more holistic view of goals and finances. Topics of review include budgeting/cash flow, investment planning, tax planning, estate planning, risk management, and retirement planning. This type of plan provides several recommendations and starts at $5,100 per plan.
Advanced planning starts at $10,500 per plan. This type of planning is structured to cover many complex planning issues while also utilizing an ensemble of tax and estate experts during the duration of the planning process.
For investment management and ongoing monitoring of the financial plan, I implement an advisor fee schedule that is billed quarterly as a percentage of assets under management.
Assets Under Management Annual Fee Schedule
Tiered Advisory Billing Schedule
$ 500,000 - $999,999.99 1.00%
$1,000,000 - $4,999,999.99 .90%
$5,000,000 - $9,999,999.99 .75%
Over $10,000,000 .50%