Clients will always get an up-front proposal outlining the scope of work and fees to be charged, along with a rationale for the proposed fee level. Pricing will always be transparent and will reflect the actual services provided.
Initial comprehensive financial plan:
- Typical fee would be $2,750 *
Project-based financial planning:
- The hourly consulting rate is $325 (a minimum fee may apply)
- Fixed fee pricing is available and is dependent upon project scope **
Fees are dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors deemed relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.
* The initial fee would be subject to a maximum of $5,000 for the initial construction of the comprehensive financial plan.
** Fixed fees are subject to a maximum of $7,500.
