Our Philosophy on 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.

Comprehensive Financial Plan| $999
◊  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.
◊  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.

Hourly Financial Consulting | $125 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 | annual fee 0.5% – 1%
◊  
All assets managed by The Prudent Planner, LLC, unless specifically noted, will be held by Fidelity Investments or Betterment Investments as custodian.  
◊  Your all-in-advisory-fee (which includes the cost of investments) is based upon the total assets under management and also the complexity of the investment strategy employed.
◊  Investment advisory fees are charged quarterly.