Advisor Fees and Services
Our Fees and Services
We believe fee transparency helps you make smarter decisions about who to partner with for financial advice. All annual planning fees can be broken down into automated monthly payments. A one-time onboarding fee of $1,000 applies for Premier and Foundations Financial Planning.
Premier Financial Planning
Premier clients pay $5,000 per year for financial planning. This covers the first $500,000 of personal asset management for no additional cost. Planning fees are waived if or when a client’s assets under management exceed $500,000. The Assets Under Management fee schedule would apply instead.
What’s included?
- Life planning
- Up to four client meetings per year after year one
- Tax planning
- Employee benefit review
- Risk management and insurance review
- Cash flow management
- Debt management
- Retirement planning
- College planning
- Estate planning and coordinating with your attorney (or helping you find one)
- Portfolio review
Foundations Financial Planning
Foundations clients pay $2,500 per year for financial planning, which covers the same areas above with limitations. These clients meet with us once yearly for a plan review, although we are available for quick check-ins to assist with questions or other issues throughout the year.
Asset management is available for Foundations clients as a separate service at the fee schedule below. In this scenario, once a client reaches $250,000 in personal assets under management, they are graduated to Premier Financial Planning to benefit from more of our services at the same cost.
Late-stage College Planning
Late-stage college planning is meant for families with high school students. This service considers your financial situation and your student’s academic profile to project need and merit-based financial aid for almost every college in the United States.
Our goal is to avoid hurting your retirement by paying too much. If student loans are needed, we aim to make them as small as possible. You’ll also get an estimate of your student’s ongoing cost of borrowing compared to a typical starting salary for graduates of the chosen schools. You can begin now with a free College Money Report™. This service is available to Premier Financial Planning clients at no additional cost or as a stand-alone service for $500.
Market Value of Assets Under Management
| $0 – $500,000 | 1% |
| $500,000 – $1,000,000 | 0.90% |
| $1,000,000 – $1,500,000 | 0.80% |
| $1,500,000 – $2,000,000 | 0.70% |
| $2,000,000 – $3,000,000 | 0.60% |
| > $3,000,000 | 0.50% |
Assets Under Management are billed as an annual blended fee.
Please contact us with any questions.