Our Simple, Transparent Price Menu

Financial Planning, Focus on Retirement Blueprint, and Investment Management Services

The cost for financial planning, our proprietary Focus on Retirement Blueprint, and investment management services starts at 1% per year and goes down for every million you have invested with us at Charles Schwab.

  • First $1 Million: 1.00%
  • $1 Million to $2 Million: 0.85%
  • $2 Million to $3 Million: 0.75%
  • $3 Million to $4 Million: 0.65%
  • $4 Million to $5 Million: 0.55%
  • Over $5 Million: 0.50%

The following retirement planning projects are included.

  • We have a minimum of $500,000 of investable assets for financial planning, our proprietary Focus on Retirement Blueprint, and investment services.
  • We do not have any minimum requirements for our hourly consulting projects, which is perfect for DIYers.

Hourly Consulting Projects

You may only be interested in tackling one or two projects/topics; we offer an hourly service to get you on track. We charge $300 per hour, billed in 15-minute increments.

Wait, so I can hire you to review my current investments and finances without managing my money or paying for a “plan”? I can just pay you to ask questions and give me advice? Yup, that’s exactly correct! 😁

Some Common Questions You Do-It-Yourselfers (DIYers) Have

  • Does it make sense for me to do Roth Conversions? If so, how much should I be converting?
  • What is my best required minimum distribution (RMD) strategy?
  • What is my most tax-efficient tax withdrawal strategy? What account should take my distributions from?
  • Should I look to harvest my capital gains or do a Roth Conversion?
  • When should I file for Social Security?
  • Do I have the appropriate asset allocation for entering the distribution/retirement phase of my life?
  • Should I own bonds?

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