Controlling cost is an important part of building and preserving wealth. We are mindful of our fees and committed to being transparent and fair. We earn 100% of our revenue directly from our clients in the form of financial planning fees and investment management.

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 and marketing expenses. We pass this savings on to our clients in the form of lower fees.

Hourly Planning | $150 per hour

Comprehensive Financial Planning | $1,500¹

Investment Management | annual fee 0.5% to 1%²

¹Flat 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.
²Annual % fee based on total assets under management, fee taken quarterly.