Fee Only Financial Planning | Net Worth Advisory Group
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FAIR AND TRANSPARENT
FEE-ONLY PRICING

FINANCIAL PLANNING

Our typical starting point is to construct a comprehensive financial plan for the client. We charge a minimum fee of $750 for this service. For our wealth management clients, we typically charge an all-inclusive fee for managing investment portfolios, which covers the cost of the investments, the advisor, all transaction fees and ongoing financial planning services. In some cases an extra management expense can apply for mutual funds and ETFs. Most of our clients pay between .5% and 1.5% annually depending on portfolio size and the type of investments held.

FINANCIAL PLANNING INCLUDES ALL THE ESSENTIALS FOR ONE FLAT FEE

Everything You Need in One Package for One Price. It’s that Simple.
  • Multi-Scenario Retirement Projections
  • Investment Strategy and Portfolio Construction
  • Retirement Income Plan
  • Social Security and Medicare Breakdown
  • Child Education Plan
  • Life, Disability, and Long Term Care Insurance Analysis
  • 2-Hours of 1-on-1 Instruction & Explanation of Your Plan
  • Tax Efficiency Reviews
  • Estate Plan Examination
We’ll Build a Plan Based on Your Goals. Our Process Starts with You.
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WEALTH MANAGEMENT

For our wealth management clients we charge a fee for constructing and managing investment portfolios. Most of our clients pay between .5% and 1.5% annually depending on portfolio size and the type of investments held. In some cases an extra management expense can apply for mutual funds and ETFs. This same fee covers the following services:

ONGOING FINANCIAL PLANNING
SEMI ANNUAL REVIEWS
REGULAR PORTFOLIO REBALANCING
REGULAR PORTFOLIO PERFORMANCE REPORTING

NEED ANOTHER REASON TO USE NEW WORTH ADVISORY GROUP?

Our Planning & Management Fees May Be
TAX DEDUCTIBLE
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