We provide “Personal Financial Advisor” services on a project cost basis. We estimate the cost based on the complexity of the work and your specific needs. You approve the cost before we begin work. Costs may range between $1,500 to $5,000 for more comprehensive projects. For projects of a smaller scope, such as college planning or Social Security planning, the fee would be about $450 to $500.
You also may choose a traditional approach by paying a quarterly “investment assets under management” fee that comes out of the account being managed. If the account(s) provide a large enough fee, the Personal Financial Advisor services can be included for that fee. Or you may prefer an agreed-upon monthly financial coaching fee that is billed directly to you.
If you want to develop a strategy to pay for college or create a sustainable retirement income plan, we can help. Or if you would like a single go-to fiduciary advisor to oversee every moving part of your financial life, we may be just what you’re looking for.
Schedule your free initial visit today.