How Much Does Fee-Only Financial Planning Cost?

Our clients typically have $750,000 or more in advisable assets (the combination of investment accounts, IRAs and 401k accounts). Our fee starts at 1% and falls to .4% for assets more than $5 million. Our annual minimum fee is $7,500.

We do our best work with people who need and want a long-term relationship. We believe our most valuable work is in navigating your plan.

We believe it's important to understand the different fee structures within which advisors operate. Be sure to read our blog post on fee-only versus fee based advisors and understanding why being a "fiduciary" isn't always what it seems. 

Currently we do not offer an hourly fee or project fee option. If you prefer a financial planner who offers these limited-term engagements, consider reaching out to the Garrett Planning Network.