``Price is what you pay. Value is what you get.``

-Warren Buffet

Pricing with you in mind

Our Simple, Transparent Fee Menu

Investment Management

First $1 Million: 1.00%

Next $4 Million: 0.25%

Over $5 Million: 0.10%

Education Planning

Plan design, consultation, and 529 plan set up: $450

Hourly Consulting

Hourly consulting services available: $225 per hour

Financial and Estate Planning

One time upfront plan design fee: $850

Annual plan maintenance: No cost

Major plan updates: $225 per hour

Retirement Plan Stress Test

Investment options, stress test, and recommendation: $250

Insurance Consulting

Current in-force policy review: $75 per policy

Wealth Management Client Group

A Personal CFO Service for Clients with Investment Portfolios of $200,000 or More

Wealth Management Client Group members, those who invest $200,000 or more with Focus Planning Group, receive our highest level of service and detail.  For just our investment management fee our Wealth Management Client Group members receive financial planning, estate planning, retirement plan stress test, education planning, and insurance consulting services at no additional cost.  We truly become our clients “family office” with one of the most competitive full service fee models in the industry today.

Work with Us

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.