What Does It 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. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.

If you prefer a financial planner who offers these limited-term engagements, consider reaching out to the Garrett Planning Network.