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?