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Our Fees

At Money Plans, we believe in complete fee transparency. While each situation is slightly different, the information below provides the typical range of fees for our services.

PLANNING

Planning for those with a Growing Family: $1,300 to $1,800. Includes:

  • information gathering
  • reviewing and incorporating information into our planning software
  • interactive two-hour, face-to-face meeting
  • a re-cap report

Planning for those with a Focus on Retirement: $2,000 to $3,000. Includes:

  • information gathering
  • reviewing and incorporating information into our planning software
  • interactive 2 ½-hour, face-to-face meeting
  • a re-cap report

Planning for retirees who need a “do-over”: $500 plus hourly rate of $250. Includes:

  • information gathering
  • reviewing and incorporating information into our planning software
  • interactive, face-to-face meeting
  • a re-cap report

WEALTH MANAGEMENT

Our wealth management advisory service includes developing a cost-effective investment portfolio based on your situation, goals and comfort level with risk. Investment services include asset allocation, security selection, buying and selling, efficient tax management and ongoing monitoring. The annual fee for wealth management is designed to be all inclusive as a way to keep your financial planing up to date.  The fee incorporates money management as described above plus ongoing personalized financial planning, up to date tax planning and management,  ongoing client/advisor meetings and consultations regarding financial issues such as refinancing, a car purchase, a job change, etc., cash flow management, and calculation and distribution for Required Minimum Distributions on IRAs, 401k's and other retirement accounts.

Fees for wealth management are calculated as an annual percentage of assets under management, as follows:

First $200,000 of assets: 1.5% annually.

Next $300,000 of assets: 1.15% annually.

Next $500,000 of assets: 1.0% annually.

Next $1 million or more of assets: .75% annually.

INVESTMENT REVIEW & DESIGN

From $500 to $4,150 (depending on amount and type of assets).

SENIOR-LIVING PLANNING

$3,500 and up (depending on complexity).