($250/quarter minimum fee)
On the first $500,000 (1.00%)
On the next $500,000 (0.70%)
On the next $1,000,000 (0.50%)
On the next $10,000,000 (0.30%)
Above $12,000,000 (negotiated)
*According to the Inside Information, 2017 Planning Profession Fee Survey
We can also work on an hourly basis. Bill Holliday, CFP bills at $250/hour and Jason Pfau bills at $150/hour.
We offer a Free 1-hour upfront consultation. Sign up here.
What Is A Fee Only Planner?
A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.
Why is Fee Only Important?
Unfortunately, the vast majority of financial advisers in the United States are sellers of financial products and receive a commission. Some or all of their income may be dependent upon their ability to steer their clients to a limited number of the financial products. Many of their clients are not aware of their advisers’ dependence on selling products or the total fees they are paying.