Flat and Fair Pricing
I believe financial planning compensation should be flat fee, just like any other professional service. As such my rates are as follows:
- Hourly financial planning and business consulting: $250 per hour, on-going planning starts at $1,500 per person, $3,000 per couple. I do not charge AUM fees, receive commissions, or have any other compensation.
- Business accounting setup: based on complexity. Most owner-operator business setups are $1,500 including three meetings with accounting-based training.