facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Pricing

Hourly Financial Planning

You may be surprised when you first learn what financial planning costs.


Typical Fee Ranges


Initial Planning Project

$840 to $4800

Annual Update Projects

$600 to $2400


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.


How do our fees compare?

Financial planning fees are often listed in terms of percentages and automatically deducted from client accounts.  Or, they might be paid for with sales commissions.  This makes it hard to understand what financial planning is costing you.

Take this example:  An adviser who manages money might charge 1% of your account value.  This may not sound like a lot, but many advisers have a $500,000 minimum.  That means you could pay $5000 or more each year, regardless of the complexity of your situation.  

We believe that the cost of quality financial planning should be customized for the advice you seek.


Schedule an Inquiry call

Align Your Assets With Your Aspirations