About Our Fees
Controlling cost is an important part of building and preserving wealth. We are mindful of our fees and committed to being transparent and fair. As an independent, Registered Investment Advisor (RIA), The Prudent Planner is not affiliated with a large wall street firm, big bank or insurance company, which eliminates costly overhead, marketing and sales expenses. We pass this savings on to our clients in the form of lower fees.
Do you know what your current fees are?
Comprehensive Financial Planning¹ | $1,250
Best for individuals or couples who have multiple, and often competing financial goals, priorities, and time horizons. All engagements begin with a free consultation and a written outline of estimated fees and what is to be accomplished.
Hourly Financial Consulting | $150 per hour
Best for individuals and/or couples who want professional advice or for a do-it-yourselfer wanting a second opinion around a specific topic. All engagements begin with a free consultation and a written outline of estimated fees and what is to be accomplished.
Investment Management Services | 0.5% – 1% annual fee²
All assets managed by The Prudent Planner, LLC, unless specifically noted, will be held by Fidelity Investments or Betterment Investments as custodian. Advisory fee is based upon the total assets under management and also the complexity of the investment strategy employed.
¹ Flat fee is based upon completion of a typical financial plan which takes between 10-15 hours to complete. Based on the complexity of your financial profile, we reserve the right to present you with a custom estimate prior to any work taking place.
² Investment advisory fees are charged quarterly.