PRICING

As an independent, fee-based financial planning firm, we believe in being completely transparent about what we charge for our services. If you have any questions about our fees, please schedule a call with us at https://calendly.com/svfaz. We welcome the chance to speak with you!

Asset Management Fee

Starts at 1.25% AUM (assets under management)

Financial Planning Fee

1.00% of Income

(Planning fee waived with $500k + of investable assets under management)

Corporate Benefit Plan Management

401(k)s and similar plans

Starts at 1.00% of AUM (assets under management)

SEP or SIMPLE IRAs

Starts at 1.25% of AUM (assets under management)

Small Business Owner Financial Planning Fee

$4,000 per year paid monthly or quarterly
(10% discount if paid annually)

PLANNING WITH A PURPOSE

What are YOUR financial goals?