Pricing
Project-Based Financial Planning
One-time fee of $3,000-$5,000, based on complexity
This limited engagement addresses your whole financial picture and covers multiple planning topics. Pricing is based on complexity of plan.
Every client is given a custom tailored quote
Clients receive a full, written financial plan with an analysis of their current financial situation and recommendations for each topic
Generally completed within two to three months
Great for those who have the time and inclination to implement their own financial plan
Ongoing Financial Planning:
Between $3,600 and $6,000 per year, paid monthly
Monthly payment between $300 to $500 (depending on complexity of planning needs). Addresses your whole financial picture and covers multiple planning topics.
Every client is given a custom tailored quote and service calendar for the first 12 months.
Clients receive a full, written financial plan along with support from Stacy to implement the plan during the first year over a series of meetings
After year one, clients are given the option to renew for another year. Ongoing Financial Planning can be cancelled at any time with a 30-day written notice.
Great for those looking for accountability and financial literacy education as they implement recommendations over a timeline that fits their schedule and lifestyle.
Investment Management
Investment Management fees are in addition to financial planning fees and are based on a % of assets under management. For clients with investable assets greater than $500,000, financial planning fees are typically waived.
Tailored’s annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period, including cash balances.
Learn more about our pricing in our Form ADV.
