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Pricing

What Does Financial Planning Cost?

You may be surprised when you first learn what financial planning costs.  A traditional wealth manager might charge 1% of your account value.  This may not sound like a lot, but many advisers have a $500,000 or $1,000,000 minimum.  That means you could pay $5000 to $10,000 or more each year.  If this advice and guidance helps you reach your goals, it's priceless, especially considering the amount of money you will likely earn and spend over your lifetime.

If you are like many people, you're busy with your career, family, and interests.  There are costs - both financial and emotional - to missed opportunities, overspending, investment mistakes, unnecessary taxes, and being unprepared for major expenses and life events.  Investing in smart decision-making over time can make a big difference in whether or not you achieve your goals and live the life you want.


Our Typical Fee Ranges


Getting Started (first year)

$4800 to $7000

Once You're Up and Running

$3600 to $6300/year


Your cost is determined by the complexity of your situation and your priorities.  Abby charges $240 an hour for time spent in person and behind the scenes.  She provides a fee quote before you commit, and your final cost will not exceed the quote without your permission.



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Align Your Assets With Your Aspirations