Financial Planning Fees
We strive to keep our financial planning fees simple, straightforward and transparent. Hopefully you find this refreshing since it’s hard to find any fee schedule at all on many advisor websites. Not knowing what someone charges for their service until after the “pitch” has the potential to engender confusion or uncertainty. We don’t agree with that. We want you to feel confident all throughout the process.
As mentioned in the “Our Process” page, we do not produce an invoice until you are 100% satisfied with the plan. And if for any reason you cannot be satisfied, we will donate $100 dollars to the charity of your choice. We call that our “100%/$100 Guarantee.” Again, our desire is that you would feel confident about hiring one of our advisors to provide wise financial counsel. Hopefully this guarantee goes a long way toward that end.
Please note that the financial planning fee is not all-inclusive of individual financial product costs such as money manager fees, trading fees, mortality & expense ratios, etc. The financial products you own have their own distinct expenses.
If you have been referred by one of our existing clients, please let us know.
Are you ready to take the next step? Secure an introductory meeting and discover if we’re a good fit. Simply call (770) 297-9000 to speak with Scott or send a message through the Contact Us page to schedule a meeting either in-person, via video chat or over the phone. Even if you choose not to hire us, we’ll try to at least point you in the right direction. Fair enough?