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An Overview of Our Fees

Transparent Pricing

As a fee-only fiduciary firm, you and your needs are our sole focus. We have no investments to sell and no hidden agendas. For this reason, our fees are crystal clear — so that you’re empowered to make decisions that feel right to you.

If you’re seeking a professional that goes beyond the traditional financial advisor, we’re here to help build your financial life.

Bundled Service Fees

Financial Planning Solutions LLC sets Wealth Management Program fees on many factors including financial complexity, level of service required, family relationships currently managed by FPS and portfolio size and type. See our form ADV for more details. Your fee will be disclosed in its entirety before we do business together.

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