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Financial Planning

Flat monthly fees to fit your needs & budget

Pricing:

Ongoing Financial Planning Engagements
Accumulation Planning$199-499/month*
Wealth Management$500-$3000/month*

*Based on complexity of services needed


What You Get:

Accumulation Planning Engagements Include:

  1. Household Balance Sheet Development
  2. Cash Flow Optimization/Budgeting
  3. Debt/Student Loan Consulting
  4. Goal Development
  5. Employee Benefits Analysis
  6. Educational Funding Analysis
  7. Insurance Analysis

Wealth Management Also Includes:

  1. Real Estate and Private Investment Analysis and Tracking
  2. Business Owner Consultation Services
  3. Retirement Plan Development
  4. Trust and Estate Planning
  5. Investment Management (no added assets under management fees) and Implementation of Goals Based Investment Plan


AWP Wealth Management Fee Calculator:


Adjusted Gross Income

(from last years tax return)

Assets

Liabilities

 

*Monthly fee is calculated as follows: 1% of Adjusted Gross Income (AGI) + 0.25% of Net Worth divided by 12 (exclusive of any closely held business assets). The minimum monthly fee is $250/month.