HOURLY PLANNING FEES
To help minimize potential conflicts of interest, the only compensation we receive is from our clients. We receive no commissions or referral fees. We work solely for and always in the best interests of our clients.
We provide hourly-based pricing services. We charge based on the amount of time involved to work with and for you, and we will provide a written agreement outlining the services and cost in advance. This method of compensation is very common in consulting professions, although it is uncommon in the financial advisory industry.
The average hourly rate charged by fee only financial advisors is between $125 and $250. We truly believe everyone should have some sort of financial plan; therefore we have priced our services at a level we feel is accessible and affordable to most middle-income individuals and families.
Our hourly rate for financial planning is $150. We have no minimum fees.
TAX PREPARATION FEES:
Our rates for tax preparation services are based on the type of return and the number of forms that need to be filed. Our fee includes both our services and an electronic filing fee. We offer a discounted fee to those clients that also use our financial planning services. Please contact us today for an estimate on tax preparation fees.