The Advisory Firm Financial Planners Atlanta Georgia Call The Advisory Firm for a free consultation
NEWS | PLANNING | INVESTMENTS | LOCATION | ABOUT US | CONTACT | HOME
Financial Planning Fee Structure


Work with a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner to build your complete financial strategy. This relationship can be stand alone or combined with investment management and tax preparation

  • Objective planning with no product selling
  • Planning is about designing your strategy and educating you on what needs to be done to accomplish
  • Comprehensive plans are all flat fee for 1 year engagements (price schedule below)
  • NO RISK GUARANTEE - NO PAYMENT REQUIRED UNTIL PLAN IS COMPLETED AND YOU ARE SATISFIED.

 

Planning for all stages of life

 


PRIME FINANCIAL PLAN

RETIREMENT PLAN

Early through Mid Career

within 1 year of Retirement

 

 

Cashflow analysis

Detailed Cashflow needs analysis

Networth Projections

Networth Projections throughout retirement

Cash Reserve Strategies

Insurance Planning

Insurance Planning

Tax Review

Tax Review

Retirement Income Distribution Plan

Retirement Analysis

Retirement Scenarios + Social Security strategy

Investment Recommendations

Investment Recommendations

College Savings Planning

Estate Planning Strategy

Estate Plan Review

 

 

 

fees

fees

1% of household income

1% of household income

min fee of $1250

min fee of $1500

Max fee of $3500 

Max fee of $5000 

 

 

engagement period

engagement period

12 months

12 months

 

 

in-person meetings

in-person meetings

-initial consultation

-initial consultation

-strategy session

-strategy session

-plan review

-plan review

-mid-term review

-mid-term review

 

 

phone calls / emails

phone calls / emails

unlimited during engagement

unlimited during engagement


 

Personal CFO Platform (Planning / Investments / Tax):

  • Are you looking for one advisor to act as your personal financial officer to handle your investments, planning and taxes? For clients that utilize our investment services we include financial planning and annual tax preparation services at no additional charge when the total value of household accounts reach $500,000. The tax preparation includes annual filing of an Individual or Joint federal/state tax return (1040) (W2 employees, sole proprietor or K1 partners included).


General Information

  • The initial meeting is complimentary. You decide if hiring a financial planner if the right decision after our meeting.
  • You pick the type of planning based on your needs.
  • There is no payment until your plan is finished and you are satisfied that planning process met your expectations.
  • After the initial planning engagement clients are under no obligation to continue. While we like to form long term relationships it is always up to each client how they want to work together going forward. We offer hourly or discounted planning rates for future years.

*Fees are based on typical client cases. The Advisory Firm reserves the right to adjust pricing if client situation is deemed complex.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Advisory Firm  |  12600 Deerfield Parkway  |  Alpharetta, GA 30004  |  (678) 566-3711

- Blog
- MyVizer
- Video
- Data Gathering Workbook
- Top 10 Retirement Mistakes
- Privacy Policy

The Advisory Firm, LLC is a fee-only independent Financial Advisor, Certified Financial Planner (CFP) located in Alpharetta, GA serving clients throughout metro Atlanta.