Advice Only, PBC provides financial planning services, including ongoing financial planning, project-based financial planning, and hourly financial planning. Advice Only, PBC does not manage assets or participate in wrap fee programs. They work with clients to develop and implement financial plans, monitor progress, and ensure plans are up to date.
Fee Structure
Advice Only, PBC offers ongoing financial planning for an upfront fee ranging from $0 to $6,000 and a recurring annual fee ranging from $0 to $20,000. The fee depends on the complexity of your financial situation and the scope of the engagement. This includes working one-on-one with a planner to develop and implement your plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. Clients receive a detailed written or electronic plan, follow-up communication, and meetings throughout the year.
Advice Only, PBC offers project-based financial planning for a fixed fee ranging from $0 to $50,000, depending on the complexity of your financial situation and the scope of the engagement. Client and Advisor will determine the specific topics and questions to be addressed in developing a detailed written or electronic plan to achieve Client’s stated financial goals, which Advisor will create and discuss with Client. No ongoing services will be provided unless requested by Client in a separate engagement.
Advice Only, PBC also offers financial planning on an hourly basis for $50 to $600 per hour, depending on the complexity of your financial situation and the scope of the engagement. No written or electronic reports will be provided, except for meeting summary notes if requested, and no ongoing services will be provided unless requested by Client in a separate engagement.
