Our pricing is fair, flexible, and transparent.
We make it easy for anyone—regardless of age or assets—to work with a CFP® professional.
See if our expertise matches with your needs.
Feel more confident about
your financial future
Build long-term wealth
Enjoy a comfortable and stress-free retirement
Pricing
Advice
Our advice package comes with an annual price tag of $750.
You also have the option of paying $69 on a monthly basis, but either which way, payment ($750 or $69) is due upon initial engagement.
All clients enjoy our “100 for 100 Guarantee,” meaning that if you aren’t 100% satisfied with our advice at any time during the process, we'll refund 100% of your subscription fees.
Am I On Track (AIOT)
Our “Am I On Track?” service includes a one-time fee of $590 due upon engagement.
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Hourly Consulting
We charge an hourly rate of $295 (no minimum time requirements apply).
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Integrated Tax Services
Through our sister company, Advisor Tax Prep, we can prepare your income tax return.
A $499 fee includes two 1040 forms (federal and state) and Schedules (A and B) for individual tax returns. Clients of Vision Retirement enjoy a discounted fee of $375.
Second Opinion
A one-time service fee of $295 is due upon engagement.
Should you choose to become a client within 30 days of receiving our recommendations, we’ll apply a $295 credit to the solution you select.
Note this credit only applies to our financial planning and tax preparation services.
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Investing
We currently offer three solutions to fit your individual needs:
Automated w/Guidance
The annual fee is 0.75% of your total account balance, with a $1,000 minimum investment.
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Fiduciary Investment Management
Annual service fees—which are all-inclusive and cover a wide range of costs spanning third-party strategists, custodians, record-keeping tasks, trading costs, and strategy and administrative fees—max out at 1.25% of your total account value. The minimum investment threshold is $10,000.
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Self-Directed w/Oversight
Most trades are only $9, and a $5,000 minimum investment is required to open an account.
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Financial Planning
Financial planning summons a one-time fee based on the complexity of your situation. Your investment for this service is calculated at .10% of your net worth (e.g., if your net worth is $5 million, your cost is $5,000). Please note a minimum fee of $2,500 applies, and you’ll receive a 25% discount on subsequent plan updates to address any life-changing events.
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No minimum investment or net worth requirements to work with a financial advisor.
While each of our solutions is geared toward specific needs and circumstances, investment minimums or net worth prerequisites are not required to sign on with us as a client. We also provide affordable access to a CFP® professional, as our subscription service is only $69 a month.
See if our expertise matches with your needs.
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Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.