Financial Planning Pricing Matrix 
 

 

 

Tier 1   (0-19) points

 


The Plan is best for:

Beginners new to working with a financial planner
New in your career
Just starting a retirement savings and/or paying off student debt
Want to better understand your finances, cash flow, credit and benefits
Starting a family

$900 Upfront Plan creation

$3,000 ($250 per month ongoing)

Tier 2   (20-29) points


The Plan is best for:
 

Relatively new in working with financial planning
Been in your career 10+ years
Has retirement savings and/or paying off student debt
Want to better understand your finances, cash flow, credit, and benefits
Starting or have a family 

$1,500 Upfront Plan creation

$4,800 ($400 per month ongoing)
 

Tier 3   (30-39) points


 

The Plan is best for:

People with some financial planning experience, and more assets
Been in your career 20+ years
Thinking about saving for college
Looking to invest outside of 401k plan
Beginning to think about what retirement looks like
Wondering how to minimize taxes
Thinking about estate planning and charitable giving

$1,800 Upfront Plan creation

$6,600 ($550 per month ongoing)


 

Tier 4   (40+) points


 

The Plan is best for:

Typically, more than $5,000,000 in investable assets
Been in your career 25+ years
Paying off long term debt
Considering the sale of a business
Wondering when and how to retire
Wondering how to minimize taxes now and in retirement
Thinking about estate planning and charitable giving

$2,500 Upfront Plan creation

$8,500 ($695 per month ongoing)Asset Management Annual Pricing

Asset Management Annual Pricing

First      $250,000    1.35%
Next      $250,000    0.80%
Next      $250,000    0.70%
Next      $250,000    0.65%
Next   $4,000,000    0.60%
Over   $5,000,000  Negotiable