Individuals & Families
This comprehensive service level is for clients that wish to build and accumulate wealth in partnership with a CFP® professional. Clients have access to all areas of analysis annually.
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Financial Planning
Investment Management
Tax Planning
Insurance Planning
Education Planning
Retirement planning
Employee Benefits
Estate Planning
Cash Flow Planning
Debt Management
$325/month
For the first $260,000 of assets under managment (AUM)
+
1% AUM $260,000 - $1,000,000
0.50% AUM $1,000,000 - $3,000,000
0.40% AUM $3,000,000 - $5,000,000
0.30% AUM $5,000,000+
Business Retirement Plans
This service is for businesses that want to add a retirement plan, or businesses with an existing retirement plan that desire more value and better plan features.
Fast Setup
Payroll Integrations
Nondiscrimination Testing
Annual Plan Reviews
Live Customer Support
Affordable Pricing
Flexible Plan Design
No Administrative Burden
Compliance Work
Employee Education
$2,500/year
For the first $500,000 of assets under advisement (AUA)
+
0.50% AUA $260,000 - $1,000,000
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