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An Overview of Our Fees

Your Satisfaction,
Fueled by Transparency

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

Comprehensive Financial Plan

$2,500-$5,000 (depending on the complexity of the plan)

Financial planning is the development of a road map for you or your family’s finances. Organizing the disparate pieces of your financial life can feel overwhelming, but with an advisor and plan in place, you can move towards a secure financial future with ease.

Wealth Management

0.25% to 1.2% (based on portfolio size)

Our Wealth Management Program provides a proactive and experienced approach to your finances, so that you can stay ahead of life’s surprises. Whether it’s a change to your job, your family, or if “life happens”, we are here to help you prepare and make adjustments to keep your plan on track. So where can we help you?  

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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