PricingOur Fee structure
We want to be super transparent with our pricing structure. To that extent, we want you to be comfortable with our price range even before you come to see us for a “FREE Discovery” meeting.
Comprehensive Financial Planning$750-$1,250 per Qtr
- Net Worth & Cash Flow Analysis
- Retirement Income Planning
- Investments Analysis
- Tax Planning & Strategies
- College Savings need Analysis
- Insurance Review & Gap Analysis
- Estate Planning
- Unlimited access to Advisor
- Personal Finance website
Investment Management.15%-.25% of Account value per Qtr
- Investment goals and priorities
- Risk based Portfolio construction
- Globally diversified Investments
- Tax efficient Asset allocation
- Investment Policy Statement (IPS)
- Help to consolidate accounts
- Consolidated statements
- Performance reporting
- Unlimited access to Advisor
A La Carte ServicesPriced per service
- Hourly Consultations ($300/Hour)
- Project Based Planning
- One-time Retirement Plan: $995
- College Savings Planning: $600+
- One-time Portfolio Review
- Small Business Retirement Plan setup
- Tax Preparation
Comprehensive Financial Planning Fees waived for Investment portfolios > $500,000
Frequently Asked Questions
I am not sure yet if we are a right fit. Can I get a No-obligation meeting?
Absolutely. In fact, I offer two types of Free Consultations: 1) 15-minute quick chat, and 2) Full one-hour “Discovery” meeting. These meetings provide you an opportunity to learn more about me and my services. During the meetings, I will briefly review your current financial situation and concerns. Please note no specific financial advice is given at these Free sessions.
Can I pay Comprehensive Financial Planning Fees using a credit card?
Yes, you can. We use a third-party payment procesing system to handle Financial Planning payments from our clients. The system allows you to pay via ACH or Credit card – Your choice. In case, you do not prefer paying via the payment processor, and would like to pay via checks, we are open for such arrangement as well.
My Financial Accounts are scattered. WIll you help in consolidating the accounts?
Absolutely. We not only help you with recommendations of how to consolidate, we will help you with all the necessary paper work to facilitate the transfers as required.
For Financial Planning subscription, do we need to commit for an entire year?
Although we believe commitment of one full year is reasonable to experience the fruits of a Financial Advisory relationship, we do not impose this on you. In other words, you ARE NOT required to commit for the entire year. Our contract clearly stipulates either party can terminate the agreement with a 90-day written notice.
What are the Fees for Tax preparation?
While Tax Planning is integral part of our Financial Planning subscription, Tax Preparation is s seperate service. We offer Tax preparation service as a convenience to our Advisory clients – to become a one-stop source for all their financial service needs. That said, we will not charge you more than what you paid for your last year’s tax preparation. All what we ask is – a written receipt of your payment from last year.
Do you have custody of our Assets?
No, we DO NOT have custody of your assets. The assets are held at a custodian of choice. If we manage your Investements, you will give us a limited access to your accounts which enables us to trade on your behalf and collect our fees when they are due.
Get In Touch
999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380