Fees

Fees paid as one or more of the following:

Hourly Billing

 

  • $150/ hour for financial planning, financial analysis, management consulting, tax planning/preparation, or retirement plan design & analysis 

Flat Fee

  • $450 to $10,000 flat fee for a written analysis, depending on complexity and areas covered .

Other

 

We have a few legacy retirement plan clients where billing is done based on assets. Project based and hourly based fees, however,  are preferred.


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