Financial Services Pricing

Learn More ▾

Financial Planning Packages

Financial Planning

Annual Fee Billed Monthly Managed Assets
$5,000 $416.67 $0-$200k
$4,000 $333.33 $200k-$400k
$3,000 $250 $400k-$600k
$2,000 $166.67 $600k-$800k
$1,000 $83.33 $800k-$1M
Included $0 $1M+
  • ✓ Create a financial plan with a Certified Financial Planner™
  • ✓ Ongoing email, and phone support
  • ✓ Organize finances
  • ✓ Retirement projections
  • ✓ College funding
  • ✓ Insurance review
  • ✓ Investment recommendations
  • ✓ Tax efficient strategies
  • ✓ Student loan strategies
  • ✓ 4 financial planning meetings per year
  • ✓ No sales or commissions
  • ✓ No account minimums

Investment Management

Managed Assets Management Fee
$0-$500,000 0.8% Annually
$500,000+ 0.5% Annually
  • ✓ Investments implemented through our custodian, Charles Schwab
  • ✓ Brokerage, IRAs, and more
  • ✓ Low cost index funds
  • ✓ Account opening, trading, and service
  • ✓ Quarterly rebalancing
  • ✓ Cash reserves strategies
  • ✓ Retirement income strategies
  • ✓ Tax efficiency
    • ○ Asset location
    • ○ Tax loss harvesting
    • ○ Roth conversions
    • ○ Qualified Charitable Distributions

css.php